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 | $22,422 | $183,592-87.8% | $155,574-85.6% | $145,877-84.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 44.30% | 61.37%-17.1pp | 64.87%-20.6pp | 551.28%-507.0pp |
| Employer contribution / active EE | $1,376 | $5,317-74.1% | $4,676-70.6% | $4,663-70.5% |
| Participant deferral / active EE | $4,457 | $6,466-31.1% | $5,629-20.8% | $6,691-33.4% |
| Admin fee / account holder | $120 | $19,316-99.4% | $15,914-99.2% | $13,402-99.1% |