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 | $35,962 | $99,345-63.8% | $84,753-57.6% | $273,972-86.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $13,249 | $4,214+214.4% | $3,574+270.7% | $4,869+172.1% |
| Participant deferral / active EE | $13,500 | $4,270+216.2% | $3,712+263.7% | $5,287+155.3% |
| Admin fee / account holder | $129 | $6,645-98.1% | $5,333-97.6% | $10,133-98.7% |