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 | $21,012 | $154,209-86.4% | $130,062-83.8% | $139,487-84.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 25.89% | 32.52%-6.6pp | -137.37%+163.3pp | 373.84%-348.0pp |
| Employer contribution / active EE | $1,991 | $5,292-62.4% | $4,322-53.9% | $4,755-58.1% |
| Participant deferral / active EE | $6,842 | $6,709+2.0% | $5,821+17.5% | $6,713+1.9% |
| Admin fee / account holder | $91 | $13,988-99.4% | $10,601-99.1% | $11,407-99.2% |