Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,100 | $71,057-49.2% | $93,654-61.5% | $80,874-55.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 27.79% | 11.26%+16.5pp | 133.34%-105.6pp | 35.62%-7.8pp |
| Employer contribution / active EE | $2,346 | $1,564+50.0% | $2,421-3.1% | $2,756-14.9% |
| Participant deferral / active EE | $9,243 | $4,034+129.1% | $4,413+109.5% | $4,297+115.1% |
| Admin fee / account holder | $0 | $6,944-100.0% | $8,282-100.0% | $6,935-100.0% |