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 | $35,259 | $176,402-80.0% | $134,155-73.7% | $158,950-77.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 23.01% | 63.66%-40.6pp | 36.34%-13.3pp | 302.91%-279.9pp |
| Employer contribution / active EE | $8,814 | $5,042+74.8% | $3,705+137.9% | $4,762+85.1% |
| Participant deferral / active EE | $7,602 | $4,093+85.7% | $3,500+117.2% | $5,983+27.1% |
| Admin fee / account holder | $61 | $8,719-99.3% | $6,685-99.1% | $11,248-99.5% |