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 | $23,127 | $111,785-79.3% | $93,669-75.3% | $145,877-84.1% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 16.36% | 203.79%-187.4pp | 133.59%-117.2pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,911 | $3,096-38.3% | $2,424-21.2% | $4,663-59.0% |
| Participant deferral / active EE | $6,448 | $4,919+31.1% | $4,416+46.0% | $6,691-3.6% |
| Admin fee / account holder | $14 | $10,256-99.9% | $8,291-99.8% | $13,402-99.9% |