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 | $19,347 | $72,071-73.2% | $68,368-71.7% | $137,256-85.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.57% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,026 | $2,788-27.3% | $2,649-23.5% | $4,156-51.3% |
| Participant deferral / active EE | $6,904 | $4,410+56.6% | $4,123+67.5% | $6,407+7.8% |
| Admin fee / account holder | $131 | $5,336-97.5% | $5,150-97.5% | $12,270-98.9% |