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 | $31,028 | $183,592-83.1% | $155,574-80.1% | $145,877-78.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.11% | 61.37%-40.3pp | 64.87%-43.8pp | 551.28%-530.2pp |
| Employer contribution / active EE | $2,837 | $5,317-46.6% | $4,676-39.3% | $4,663-39.2% |
| Participant deferral / active EE | $9,502 | $6,466+46.9% | $5,629+68.8% | $6,691+42.0% |
| Admin fee / account holder | $50 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |