Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,623 | $227,597-90.1% | $189,575-88.1% | $167,536-86.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.50% | 78.44%-65.9pp | 64.19%-51.7pp | 478.82%-466.3pp |
| Employer contribution / active EE | $3,557 | $5,316-33.1% | $4,412-19.4% | $4,839-26.5% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $30 | $11,877-99.7% | $9,806-99.7% | $12,315-99.8% |