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 | $29,706 | $232,540-87.2% | $185,117-84.0% | $147,586-79.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.98% | 43.03%-23.1pp | 40.50%-20.5pp | 578.59%-558.6pp |
| Employer contribution / active EE | $8,158 | $5,195+57.0% | $4,182+95.1% | $4,876+67.3% |
| Participant deferral / active EE | $4,532 | $5,834-22.3% | $5,045-10.2% | $5,439-16.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |