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 | $26,798 | $129,737-79.3% | $119,126-77.5% | $154,746-82.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.35% | 379.08%-361.7pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,444 | $4,375-67.0% | $4,034-64.2% | $4,379-67.0% |
| Participant deferral / active EE | $3,967 | $5,842-32.1% | $5,318-25.4% | $6,730-41.1% |
| Admin fee / account holder | $21 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |