Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,673 | $111,830-71.7% | $93,696-66.2% | $145,884-78.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.91% | 204.08%-192.2pp | 133.74%-121.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,760 | $3,093-10.8% | $2,422+14.0% | $4,662-40.8% |
| Participant deferral / active EE | $8,077 | $4,920+64.2% | $4,417+82.9% | $6,690+20.7% |
| Admin fee / account holder | $15 | $10,249-99.9% | $8,287-99.8% | $13,392-99.9% |