Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,639 | $65,027-51.3% | $90,970-65.2% | $79,852-60.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.94% | 30.45%-17.5pp | 134.58%-121.6pp | 31.72%-18.8pp |
| Employer contribution / active EE | $6,333 | $1,247+407.7% | $2,122+198.4% | $2,471+156.3% |
| Participant deferral / active EE | $2,789 | $2,512+11.0% | $3,373-17.3% | $3,740-25.4% |
| Admin fee / account holder | $0 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |