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 | $36,761 | $211,288-82.6% | $178,540-79.4% | $145,884-74.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.66% | 30.27%-12.6pp | 27.15%-9.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,200 | $4,574-73.8% | $3,953-69.6% | $4,662-74.3% |
| Participant deferral / active EE | $10,800 | $6,967+55.0% | $6,281+72.0% | $6,690+61.4% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |