Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,058 | $110,303-85.4% | $95,759-83.2% | $139,487-88.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 37.94% | 27.19%+10.7pp | 28.42%+9.5pp | 373.84%-335.9pp |
| Employer contribution / active EE | $3,975 | $3,261+21.9% | $2,836+40.1% | $4,755-16.4% |
| Participant deferral / active EE | $5,725 | $4,674+22.5% | $4,244+34.9% | $6,713-14.7% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |