Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,741 | $127,296-82.9% | $109,907-80.2% | $167,536-87.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.96% | 22.97%-12.0pp | 29.46%-18.5pp | 478.82%-467.9pp |
| Employer contribution / active EE | $9,398 | $3,325+182.7% | $2,844+230.5% | $4,839+94.2% |
| Participant deferral / active EE | $3,898 | $4,513-13.6% | $4,047-3.7% | $6,342-38.5% |
| Admin fee / account holder | $185 | $7,119-97.4% | $6,069-97.0% | $12,315-98.5% |