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 | $60,446 | $74,879,922-99.9% | $40,145,923-99.8% | $273,972-77.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 14.17% | 2.55%+11.6pp | 5.24%+8.9pp | 41.46%-27.3pp |
| Employer contribution / active EE | $1,918 | $2,350-18.4% | $1,844+4.0% | $4,869-60.6% |
| Participant deferral / active EE | $11,179 | $2,962+277.4% | $2,591+331.5% | $5,287+111.4% |
| Admin fee / account holder | $132 | $3,725-96.5% | $2,903-95.5% | $10,133-98.7% |