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 | $31,148 | $98,776-68.5% | $149,745-79.2% | $79,856-61.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 36.60% | 27.38%+9.2pp | 276.72%-240.1pp | 31.71%+4.9pp |
| Employer contribution / active EE | $958 | $3,217-70.2% | $4,646-79.4% | $2,471-61.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $147 | $6,053-97.6% | $9,312-98.4% | $5,306-97.2% |