Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,211 | $225,673-81.7% | $203,872-79.8% | $155,188-73.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.68% | 95.91%-79.2pp | 85.11%-68.4pp | 148.84%-132.2pp |
| Employer contribution / active EE | $3,316 | $4,099-19.1% | $3,757-11.7% | $4,248-21.9% |
| Participant deferral / active EE | $4,096 | $6,893-40.6% | $6,388-35.9% | $6,531-37.3% |
| Admin fee / account holder | $250 | $12,327-98.0% | $11,730-97.9% | $14,480-98.3% |