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 | $39,050 | $105,864-63.1% | $90,162-56.7% | $147,585-73.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.29% | 37.63%-18.3pp | 34.88%-15.6pp | 578.57%-559.3pp |
| Employer contribution / active EE | $4,723 | $4,126+14.5% | $3,318+42.3% | $4,876-3.2% |
| Participant deferral / active EE | $13,984 | $5,733+143.9% | $5,287+164.5% | $5,439+157.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |