Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,972 | $81,696-60.9% | $70,494-54.6% | $158,982-79.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 24.41% | 208.70%-184.3pp | 109.16%-84.7pp | 302.99%-278.6pp |
| Employer contribution / active EE | $1,885 | $3,220-41.5% | $2,738-31.2% | $4,763-60.4% |
| Participant deferral / active EE | $2,761 | $4,558-39.4% | $3,711-25.6% | $5,983-53.9% |
| Admin fee / account holder | $20 | $6,200-99.7% | $3,848-99.5% | $11,252-99.8% |