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 | $20,330 | $211,239-90.4% | $178,528-88.6% | $145,877-86.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.29% | 30.22%-0.9pp | 27.11%+2.2pp | 551.28%-522.0pp |
| Employer contribution / active EE | $3,872 | $4,570-15.3% | $3,950-2.0% | $4,663-17.0% |
| Participant deferral / active EE | $7,667 | $6,963+10.1% | $6,278+22.1% | $6,691+14.6% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |