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 | $38,939 | $103,393-62.3% | $87,103-55.3% | $152,909-74.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 36.04% | 28.10%+7.9pp | 28.19%+7.9pp | 345.46%-309.4pp |
| Employer contribution / active EE | $16,116 | $3,221+400.3% | $2,521+539.2% | $4,764+238.3% |
| Participant deferral / active EE | $4,022 | $4,778-15.8% | $4,049-0.7% | $5,851-31.3% |
| Admin fee / account holder | $237 | $12,195-98.1% | $7,491-96.8% | $11,601-98.0% |