Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,624 | $183,539-82.2% | $155,556-79.0% | $145,897-77.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.58% | 61.31%-39.7pp | 64.84%-43.3pp | 552.29%-530.7pp |
| Employer contribution / active EE | $2,704 | $5,315-49.1% | $4,675-42.2% | $4,663-42.0% |
| Participant deferral / active EE | $8,440 | $6,467+30.5% | $5,631+49.9% | $6,689+26.2% |
| Admin fee / account holder | $298 | $19,275-98.5% | $15,885-98.1% | $13,390-97.8% |