Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,424 | $116,434-62.7% | $65,583-33.8% | $139,487-68.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 17.17% | 31.34%-14.2pp | 47.46%-30.3pp | 373.84%-356.7pp |
| Employer contribution / active EE | $8,122 | $2,602+212.2% | $1,692+379.9% | $4,755+70.8% |
| Participant deferral / active EE | $8,450 | $4,245+99.1% | $2,833+198.3% | $6,713+25.9% |
| Admin fee / account holder | $16 | $6,696-99.8% | $4,112-99.6% | $11,407-99.9% |