Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,071 | $90,614-72.3% | $76,089-67.1% | $145,877-82.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 10.57% | 623.80%-613.2pp | 360.94%-350.4pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,022 | $5,168+35.9% | $4,259+64.9% | $6,691+5.0% |
| Admin fee / account holder | $46 | $8,376-99.4% | $6,418-99.3% | $13,402-99.7% |