Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,133 | $81,643-77.8% | $70,462-74.3% | $158,950-88.6% |
| Participation rate | 82.6% | 77.7%+4.9pp | 75.1%+7.5pp | 82.0%+0.6pp |
| Annual return | 26.49% | 208.51%-182.0pp | 109.08%-82.6pp | 302.91%-276.4pp |
| Employer contribution / active EE | $1,856 | $3,218-42.3% | $2,737-32.2% | $4,762-61.0% |
| Participant deferral / active EE | $6,544 | $4,555+43.7% | $3,710+76.4% | $5,983+9.4% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |