Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,238 | $116,203-50.7% | $93,621-38.9% | $152,897-62.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 22.46% | 35.96%-13.5pp | 32.76%-10.3pp | 345.43%-323.0pp |
| Employer contribution / active EE | $13,707 | $3,219+325.8% | $2,719+404.2% | $4,764+187.8% |
| Participant deferral / active EE | $8,461 | $4,605+83.7% | $4,070+107.9% | $5,851+44.6% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |