Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,265 | $117,846-75.2% | $102,434-71.4% | $145,884-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 31.90%-17.5pp | 29.46%-15.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,236 | $3,615-38.2% | $3,023-26.1% | $4,662-52.1% |
| Participant deferral / active EE | $9,833 | $5,733+71.5% | $5,055+94.5% | $6,690+47.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |