Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,988 | $118,488-78.1% | $98,462-73.6% | $139,487-81.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.27% | 18.96%+0.3pp | 21.17%-1.9pp | 373.84%-354.6pp |
| Employer contribution / active EE | $2,335 | $3,611-35.3% | $3,049-23.4% | $4,755-50.9% |
| Participant deferral / active EE | $3,703 | $5,393-31.3% | $4,738-21.8% | $6,713-44.8% |
| Admin fee / account holder | $11 | $13,868-99.9% | $8,875-99.9% | $11,407-99.9% |