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 | $39,814 | $197,637-79.9% | $177,848-77.6% | $158,982-75.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 13.34% | 58.77%-45.4pp | 48.33%-35.0pp | 302.99%-289.6pp |
| Employer contribution / active EE | $2,369 | $6,698-64.6% | $5,919-60.0% | $4,763-50.3% |
| Participant deferral / active EE | $2,369 | $8,405-71.8% | $7,714-69.3% | $5,983-60.4% |
| Admin fee / account holder | $254 | $15,406-98.4% | $12,431-98.0% | $11,252-97.7% |