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 | $12,976 | $49,249-73.7% | $70,476-81.6% | $79,852-83.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.76% | 30.09%-11.3pp | 109.12%-90.4pp | 31.72%-13.0pp |
| Employer contribution / active EE | $199 | $2,100-90.5% | $2,738-92.7% | $2,471-91.9% |
| Participant deferral / active EE | $2,578 | $2,769-6.9% | $3,710-30.5% | $3,740-31.1% |
| Admin fee / account holder | $64 | $2,878-97.8% | $3,847-98.3% | $5,306-98.8% |