Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,248 | $183,539-87.3% | $155,556-85.1% | $145,897-84.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.52% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,649 | $5,315-50.2% | $4,675-43.4% | $4,663-43.2% |
| Participant deferral / active EE | $5,512 | $6,467-14.8% | $5,631-2.1% | $6,689-17.6% |
| Admin fee / account holder | $85 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |