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 | $27,048 | $183,539-85.3% | $155,556-82.6% | $145,897-81.5% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 16.07% | 61.31%-45.2pp | 64.84%-48.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,012 | $5,315-62.1% | $4,675-57.0% | $4,663-56.8% |
| Participant deferral / active EE | $3,629 | $6,467-43.9% | $5,631-35.6% | $6,689-45.8% |
| Admin fee / account holder | $89 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |