Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,139 | $148,623-86.4% | $135,974-85.2% | $139,466-85.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 33.51% | 79.30%-45.8pp | 68.30%-34.8pp | 373.66%-340.1pp |
| Employer contribution / active EE | $2,020 | $5,246-61.5% | $4,859-58.4% | $4,754-57.5% |
| Participant deferral / active EE | $7,087 | $8,103-12.5% | $7,760-8.7% | $6,712+5.6% |
| Admin fee / account holder | $17 | $12,406-99.9% | $10,767-99.8% | $11,409-99.9% |