Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,778 | $107,368-52.7% | $92,915-45.4% | $152,909-66.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 16.97% | 145.64%-128.7pp | 109.45%-92.5pp | 345.46%-328.5pp |
| Employer contribution / active EE | $13,231 | $4,222+213.4% | $3,653+262.2% | $4,764+177.7% |
| Participant deferral / active EE | $981 | $4,848-79.8% | $4,238-76.9% | $5,851-83.2% |
| Admin fee / account holder | $264 | $7,082-96.3% | $5,796-95.4% | $11,601-97.7% |