Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,586 | $103,038-81.0% | $90,324-78.3% | $152,909-87.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.20% | 95.25%-74.0pp | 78.15%-56.9pp | 345.46%-324.3pp |
| Employer contribution / active EE | $4,420 | $3,141+40.7% | $2,856+54.8% | $4,764-7.2% |
| Participant deferral / active EE | $5,421 | $4,282+26.6% | $3,885+39.5% | $5,851-7.3% |
| Admin fee / account holder | $69 | $6,177-98.9% | $5,356-98.7% | $11,601-99.4% |