Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,550 | $111,814-76.3% | $103,374-74.3% | $145,959-81.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.13% | 24.77%-8.6pp | 24.89%-8.8pp | 561.95%-545.8pp |
| Employer contribution / active EE | $3,535 | $4,214-16.1% | $3,869-8.6% | $4,661-24.1% |
| Participant deferral / active EE | $7,149 | $5,618+27.2% | $5,058+41.3% | $6,689+6.9% |
| Admin fee / account holder | $103 | $9,754-98.9% | $8,394-98.8% | $13,398-99.2% |