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 | $33,680 | $157,829-78.7% | $136,867-75.4% | $198,609-83.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 22.09% | 51.25%-29.2pp | 42.97%-20.9pp | 202.70%-180.6pp |
| Employer contribution / active EE | $2,957 | $3,923-24.6% | $3,547-16.6% | $5,055-41.5% |
| Participant deferral / active EE | $7,561 | $5,463+38.4% | $4,924+53.6% | $6,977+8.4% |
| Admin fee / account holder | $4 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |