Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,256 | $65,566-58.4% | $86,235-68.4% | $75,177-63.7% |
| Participation rate | 72.0% | 60.5%+11.5pp | 69.0%+3.0pp | 67.2%+4.8pp |
| Annual return | 27.22% | 46.07%-18.9pp | 1170.03%-1142.8pp | 160.75%-133.5pp |
| Employer contribution / active EE | $1,287 | $1,553-17.2% | $2,381-46.0% | $2,671-51.8% |
| Participant deferral / active EE | $4,424 | $3,023+46.3% | $3,987+11.0% | $4,126+7.2% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |