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 | $21,714 | $112,729-80.7% | $98,716-78.0% | $137,256-84.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.50% | 38.48%-20.0pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $6,431 | $2,725+136.0% | $2,279+182.3% | $4,156+54.7% |
| Participant deferral / active EE | $4,274 | $4,640-7.9% | $4,048+5.6% | $6,407-33.3% |
| Admin fee / account holder | $197 | $10,129-98.1% | $8,703-97.7% | $12,270-98.4% |