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 | $28,269 | $181,062-84.4% | $158,223-82.1% | $155,188-81.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.12% | 57.39%-36.3pp | 52.09%-31.0pp | 148.84%-127.7pp |
| Employer contribution / active EE | $2,965 | $4,565-35.1% | $4,109-27.8% | $4,248-30.2% |
| Participant deferral / active EE | $10,717 | $6,134+74.7% | $5,467+96.0% | $6,531+64.1% |
| Admin fee / account holder | $236 | $18,825-98.7% | $16,047-98.5% | $14,480-98.4% |