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 | $28,311 | $106,247-73.4% | $96,515-70.7% | $139,466-79.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.61% | 38.47%-19.9pp | 35.73%-17.1pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,402 | $4,106-41.5% | $3,740-35.8% | $4,754-49.5% |
| Participant deferral / active EE | $5,000 | $5,456-8.4% | $4,880+2.5% | $6,712-25.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |