Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,027 | $91,037-64.8% | $71,671-55.3% | $147,586-78.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.23% | 20.48%-2.2pp | 20.65%-2.4pp | 578.59%-560.4pp |
| Employer contribution / active EE | $3,435 | $3,327+3.2% | $2,460+39.7% | $4,876-29.6% |
| Participant deferral / active EE | $3,234 | $4,498-28.1% | $3,438-5.9% | $5,439-40.5% |
| Admin fee / account holder | $58 | $8,613-99.3% | $5,558-99.0% | $10,886-99.5% |