Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,634 | $48,053-52.9% | $84,628-73.3% | $72,975-69.0% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 22.84% | 37.39%-14.5pp | 258.80%-236.0pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,726 | $1,602+7.7% | $2,653-34.9% | $2,440-29.3% |
| Participant deferral / active EE | $4,003 | $2,681+49.3% | $3,900+2.7% | $3,608+11.0% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |