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 | $43,673 | $107,733-59.5% | $92,985-53.0% | $154,746-71.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 17.74% | 30.39%-12.7pp | 27.99%-10.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,271 | $3,126-59.3% | $2,662-52.2% | $4,379-71.0% |
| Participant deferral / active EE | $10,801 | $5,053+113.8% | $4,377+146.8% | $6,730+60.5% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |