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 | $227,713 | $157,270+44.8% | $141,173+61.3% | $152,870+49.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 26.37% | 64.33%-38.0pp | 71.40%-45.0pp | 345.34%-319.0pp |
| Employer contribution / active EE | $944 | $5,261-82.1% | $4,735-80.1% | $4,763-80.2% |
| Participant deferral / active EE | $1,888 | $7,110-73.5% | $6,710-71.9% | $5,850-67.7% |
| Admin fee / account holder | $57 | $12,121-99.5% | $10,262-99.4% | $11,597-99.5% |