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 | $30,833 | $232,540-86.7% | $185,117-83.3% | $147,586-79.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.96% | 43.03%-24.1pp | 40.50%-21.5pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,374 | $5,195-73.6% | $4,182-67.1% | $4,876-71.8% |
| Participant deferral / active EE | $9,441 | $5,834+61.8% | $5,045+87.1% | $5,439+73.6% |
| Admin fee / account holder | $77 | $10,275-99.2% | $8,159-99.1% | $10,886-99.3% |