Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,641 | $114,119-59.1% | $107,187-56.5% | $138,895-66.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.40% | 273.21%-253.8pp | 204.55%-185.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,875 | $4,059-4.5% | $3,782+2.4% | $4,194-7.6% |
| Participant deferral / active EE | $8,569 | $5,538+54.7% | $5,096+68.1% | $6,396+34.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |