Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,260 | $77,449-44.1% | $69,483-37.7% | $152,909-71.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.61% | 39.09%-13.5pp | 28.99%-3.4pp | 345.46%-319.9pp |
| Employer contribution / active EE | $3,196 | $3,316-3.6% | $2,780+15.0% | $4,764-32.9% |
| Participant deferral / active EE | $10,536 | $4,415+138.7% | $3,537+197.9% | $5,851+80.1% |
| Admin fee / account holder | $2 | $6,210-100.0% | $3,841-99.9% | $11,601-100.0% |