Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,276 | $165,399-84.1% | $149,745-82.5% | $158,982-83.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.94% | 348.34%-316.4pp | 276.72%-244.8pp | 302.99%-271.0pp |
| Employer contribution / active EE | $2,824 | $5,105-44.7% | $4,646-39.2% | $4,763-40.7% |
| Participant deferral / active EE | $7,385 | $7,183+2.8% | $6,843+7.9% | $5,983+23.4% |
| Admin fee / account holder | $153 | $10,811-98.6% | $9,312-98.4% | $11,252-98.6% |