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 | $139,948-0.4% | $121,663+14.6% | $154,746-9.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.04% | 230.52%-217.5pp | 147.54%-134.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,287 | $3,521-63.5% | $3,020-57.4% | $4,379-70.6% |
| Participant deferral / active EE | $1,525 | $5,629-72.9% | $4,887-68.8% | $6,730-77.3% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |