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 | $18,511 | $110,337-83.2% | $102,383-81.9% | $145,877-87.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.62% | 24.83%-4.2pp | 24.94%-4.3pp | 551.28%-530.7pp |
| Employer contribution / active EE | $2,738 | $4,216-35.0% | $3,870-29.2% | $4,663-41.3% |
| Participant deferral / active EE | $6,383 | $5,621+13.6% | $5,060+26.2% | $6,691-4.6% |
| Admin fee / account holder | $96 | $9,750-99.0% | $8,391-98.9% | $13,402-99.3% |