Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $164,624 | $227,566-27.7% | $189,558-13.2% | $167,518-1.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 14.24% | 78.43%-64.2pp | 64.19%-49.9pp | 478.71%-464.5pp |
| Employer contribution / active EE | $1,110 | $5,316-79.1% | $4,412-74.8% | $4,838-77.1% |
| Participant deferral / active EE | $22,750 | $7,002+224.9% | $6,174+268.5% | $6,342+258.7% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |