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.
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 | $33,031 | $98,240-66.4% | $82,312-59.9% | $147,586-77.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.32% | 30.85%-16.5pp | 25.88%-11.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,773 | $3,192-44.5% | $2,428-27.0% | $4,876-63.6% |
| Participant deferral / active EE | $2,224 | $4,383-49.3% | $3,706-40.0% | $5,439-59.1% |
| Admin fee / account holder | $207 | $8,563-97.6% | $5,608-96.3% | $10,886-98.1% |