Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,716 | $148,629-84.7% | $135,982-83.3% | $139,487-83.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.36% | 79.33%-55.0pp | 68.32%-44.0pp | 373.84%-349.5pp |
| Employer contribution / active EE | $2,275 | $5,247-56.6% | $4,859-53.2% | $4,755-52.2% |
| Participant deferral / active EE | $3,970 | $8,102-51.0% | $7,760-48.8% | $6,713-40.9% |
| Admin fee / account holder | $203 | $12,406-98.4% | $10,767-98.1% | $11,407-98.2% |