Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,110 | $117,829-65.1% | $102,423-59.9% | $145,877-71.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 31.83%-18.4pp | 29.42%-16.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,535 | $3,615-29.9% | $3,023-16.1% | $4,663-45.6% |
| Participant deferral / active EE | $11,121 | $5,732+94.0% | $5,054+120.0% | $6,691+66.2% |
| Admin fee / account holder | $220 | $13,335-98.3% | $9,455-97.7% | $13,402-98.4% |