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 | $17,768 | $88,754-80.0% | $81,820-78.3% | $145,877-87.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.79% | 1031.77%-1017.0pp | 777.93%-763.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,221 | $3,085-28.0% | $2,915-23.8% | $4,663-52.4% |
| Participant deferral / active EE | $3,571 | $4,648-23.2% | $4,323-17.4% | $6,691-46.6% |
| Admin fee / account holder | $36 | $8,424-99.6% | $7,391-99.5% | $13,402-99.7% |