Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,511 | $154,159-75.0% | $130,026-70.4% | $139,456-72.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.34% | 32.50%-13.2pp | -137.26%+156.6pp | 373.45%-354.1pp |
| Employer contribution / active EE | $2,857 | $5,292-46.0% | $4,321-33.9% | $4,753-39.9% |
| Participant deferral / active EE | $6,486 | $6,710-3.3% | $5,821+11.4% | $6,711-3.4% |
| Admin fee / account holder | $154 | $14,001-98.9% | $10,608-98.5% | $11,407-98.6% |