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 | $32,440 | $115,814-72.0% | $101,275-68.0% | $158,982-79.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.99% | 56.16%-42.2pp | 46.48%-32.5pp | 302.99%-289.0pp |
| Employer contribution / active EE | $5,003 | $4,176+19.8% | $3,660+36.7% | $4,763+5.0% |
| Participant deferral / active EE | $2,954 | $4,958-40.4% | $4,371-32.4% | $5,983-50.6% |
| Admin fee / account holder | $137 | $7,249-98.1% | $5,948-97.7% | $11,252-98.8% |