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 | $50,762 | $86,701-41.5% | $73,309-30.8% | $125,389-59.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 3.06% | 2.78%+0.3pp | 5.67%-2.6pp | 282.24%-279.2pp |
| Employer contribution / active EE | $13,659 | $4,152+228.9% | $3,237+321.9% | $4,866+180.7% |
| Participant deferral / active EE | $16,800 | $5,549+202.7% | $4,991+236.6% | $5,352+213.9% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |