Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,302 | $211,224-90.4% | $178,505-88.6% | $145,897-86.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.91% | 30.28%-15.4pp | 27.16%-12.2pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,952 | $4,577-35.5% | $3,955-25.4% | $4,663-36.7% |
| Participant deferral / active EE | $3,195 | $6,966-54.1% | $6,280-49.1% | $6,689-52.2% |
| Admin fee / account holder | $124 | $12,109-99.0% | $10,428-98.8% | $13,390-99.1% |