Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,721 | $115,917-45.0% | $100,535-36.6% | $158,982-59.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.76% | 34.80%-10.0pp | 30.90%-6.1pp | 302.99%-278.2pp |
| Employer contribution / active EE | $1,920 | $4,105-53.2% | $3,419-43.8% | $4,763-59.7% |
| Participant deferral / active EE | $19,500 | $6,677+192.1% | $6,271+210.9% | $5,983+225.9% |
| Admin fee / account holder | $20 | $11,002-99.8% | $8,085-99.8% | $11,252-99.8% |