Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,778 | $166,268-71.9% | $165,100-71.7% | $145,897-67.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.32% | 100.52%-90.2pp | 70.21%-59.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,343 | $5,284-36.7% | $4,348-23.1% | $4,663-28.3% |
| Participant deferral / active EE | $12,200 | $6,964+75.2% | $6,035+102.1% | $6,689+82.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |