Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,517 | $110,337-76.9% | $102,383-75.1% | $145,877-82.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.90% | 24.83%+5.1pp | 24.94%+5.0pp | 551.28%-521.4pp |
| Employer contribution / active EE | $1,931 | $4,216-54.2% | $3,870-50.1% | $4,663-58.6% |
| Participant deferral / active EE | $14,908 | $5,621+165.2% | $5,060+194.6% | $6,691+122.8% |
| Admin fee / account holder | $73 | $9,750-99.2% | $8,391-99.1% | $13,402-99.5% |