Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,070 | $124,351-83.1% | $109,188-80.7% | $167,553-87.4% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 10.70% | 26.04%-15.3pp | 25.76%-15.1pp | 478.89%-468.2pp |
| Employer contribution / active EE | $11,111 | $4,210+163.9% | $3,723+198.4% | $4,840+129.6% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $65 | $7,975-99.2% | $6,755-99.0% | $12,316-99.5% |