Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,095 | $72,486-57.1% | $87,103-64.3% | $72,976-57.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.67% | 24.46%+0.2pp | 28.19%-3.5pp | 81.02%-56.3pp |
| Employer contribution / active EE | $2,350 | $1,894+24.1% | $2,521-6.8% | $2,440-3.7% |
| Participant deferral / active EE | $8,487 | $3,270+159.6% | $4,049+109.6% | $3,608+135.2% |
| Admin fee / account holder | $260 | $5,055-94.9% | $7,491-96.5% | $5,124-94.9% |