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 | $139,376 | $177,595-21.5% | $148,496-6.1% | $198,609-29.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.04% | 9.97%+3.1pp | 12.33%+0.7pp | 202.70%-189.7pp |
| Employer contribution / active EE | $1,287 | $4,098-68.6% | $3,497-63.2% | $5,055-74.5% |
| Participant deferral / active EE | $1,525 | $5,539-72.5% | $4,808-68.3% | $6,977-78.1% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |