Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,079 | $108,882-71.5% | $96,754-67.9% | $154,746-79.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.73% | 98.39%-79.7pp | 82.04%-63.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $3,477 | $3,018+15.2% | $2,679+29.8% | $4,379-20.6% |
| Participant deferral / active EE | $4,056 | $5,323-23.8% | $4,758-14.8% | $6,730-39.7% |
| Admin fee / account holder | $29 | $10,200-99.7% | $8,905-99.7% | $14,365-99.8% |