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 | $17,052 | $115,796-85.3% | $101,264-83.2% | $158,950-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.09% | 56.15%-38.1pp | 46.48%-28.4pp | 302.91%-284.8pp |
| Employer contribution / active EE | $4,764 | $4,175+14.1% | $3,660+30.2% | $4,7620% |
| Participant deferral / active EE | $1,847 | $4,958-62.7% | $4,370-57.7% | $5,983-69.1% |
| Admin fee / account holder | $266 | $7,247-96.3% | $5,947-95.5% | $11,248-97.6% |