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.
Employer 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 | $92,044 | $165,381-44.3% | $149,730-38.5% | $158,966-42.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.81% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,720 | $7,182-20.4% | $6,843-16.4% | $5,983-4.4% |
| Admin fee / account holder | $28 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |