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 | $23,508 | $211,946-88.9% | $169,452-86.1% | $135,380-82.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.46% | 3.26%+5.2pp | 1.83%+6.6pp | 519.81%-511.3pp |
| Employer contribution / active EE | $3,453 | $5,117-32.5% | $4,157-16.9% | $4,779-27.7% |
| Participant deferral / active EE | $2,146 | $6,075-64.7% | $5,277-59.3% | $5,609-61.7% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |