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 | $59,345 | $141,004-57.9% | $112,273-47.1% | $139,456-57.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.59% | 32.75%-21.2pp | 30.23%-18.6pp | 373.45%-361.9pp |
| Employer contribution / active EE | $1,468 | $4,285-65.7% | $3,431-57.2% | $4,753-69.1% |
| Participant deferral / active EE | $10,074 | $5,878+71.4% | $4,800+109.9% | $6,711+50.1% |
| Admin fee / account holder | $20 | $9,959-99.8% | $7,752-99.7% | $11,407-99.8% |