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 | $34,474 | $117,444-70.6% | $99,479-65.3% | $152,909-77.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 19.20% | 31.87%-12.7pp | 30.72%-11.5pp | 345.46%-326.3pp |
| Employer contribution / active EE | $8,736 | $3,014+189.9% | $2,540+243.9% | $4,764+83.4% |
| Participant deferral / active EE | $3,669 | $4,086-10.2% | $3,619+1.4% | $5,851-37.3% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |