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 | $38,098 | $106,280-64.2% | $96,538-60.5% | $139,487-72.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.60% | 38.48%-19.9pp | 35.74%-17.1pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,343 | $4,107-67.3% | $3,740-64.1% | $4,755-71.8% |
| Participant deferral / active EE | $6,000 | $5,457+10.0% | $4,880+22.9% | $6,713-10.6% |
| Admin fee / account holder | $64 | $7,888-99.2% | $6,737-99.0% | $11,407-99.4% |