Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,561 | $115,814-77.1% | $101,275-73.8% | $158,982-83.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.28% | 56.16%-34.9pp | 46.48%-25.2pp | 302.99%-281.7pp |
| Employer contribution / active EE | $3,065 | $4,176-26.6% | $3,660-16.3% | $4,763-35.7% |
| Participant deferral / active EE | $8,422 | $4,958+69.9% | $4,371+92.7% | $5,983+40.8% |
| Admin fee / account holder | $82 | $7,249-98.9% | $5,948-98.6% | $11,252-99.3% |