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 | $26,750 | $157,276-83.0% | $141,177-81.1% | $152,885-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.84% | 64.33%-36.5pp | 71.40%-43.6pp | 345.39%-317.6pp |
| Employer contribution / active EE | $2,874 | $5,262-45.4% | $4,736-39.3% | $4,763-39.7% |
| Participant deferral / active EE | $11,172 | $7,110+57.1% | $6,710+66.5% | $5,851+90.9% |
| Admin fee / account holder | $81 | $12,123-99.3% | $10,263-99.2% | $11,598-99.3% |