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 | $27,621 | $183,592-85.0% | $155,567-82.2% | $145,959-81.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.31% | 61.24%-43.9pp | 64.74%-47.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $3,696 | $5,315-30.5% | $4,674-20.9% | $4,661-20.7% |
| Participant deferral / active EE | $4,620 | $6,464-28.5% | $5,628-17.9% | $6,689-30.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |