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 | $19,196 | $183,592-89.5% | $155,574-87.7% | $145,877-86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,863 | $5,317-46.2% | $4,676-38.8% | $4,663-38.6% |
| Participant deferral / active EE | $4,290 | $6,466-33.7% | $5,629-23.8% | $6,691-35.9% |
| Admin fee / account holder | $236 | $19,316-98.8% | $15,914-98.5% | $13,402-98.2% |