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 | $55,837 | $176,071-68.3% | $159,450-65.0% | $167,497-66.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.96% | 331.79%-306.8pp | 263.60%-238.6pp | 478.62%-453.7pp |
| Employer contribution / active EE | $1,023 | $5,298-80.7% | $4,830-78.8% | $4,838-78.8% |
| Participant deferral / active EE | $15,433 | $7,750+99.1% | $7,352+109.9% | $6,341+143.4% |
| Admin fee / account holder | $203 | $12,555-98.4% | $10,800-98.1% | $12,310-98.3% |