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 | $18,552 | $94,749-80.4% | $112,899-83.6% | $139,466-86.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.32% | 40.92%-22.6pp | 34.11%-15.8pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,774 | $4,630-40.1% | $4,566-39.2% | $4,754-41.6% |
| Participant deferral / active EE | $3,321 | $6,517-49.0% | $6,516-49.0% | $6,712-50.5% |
| Admin fee / account holder | $154 | $8,530-98.2% | $7,047-97.8% | $11,409-98.7% |