Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,999 | $211,239-78.7% | $178,528-74.8% | $145,877-69.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.44% | 30.22%-10.8pp | 27.11%-7.7pp | 551.28%-531.8pp |
| Employer contribution / active EE | $4,675 | $4,570+2.3% | $3,950+18.3% | $4,663+0.3% |
| Participant deferral / active EE | $19,114 | $6,963+174.5% | $6,278+204.5% | $6,691+185.7% |
| Admin fee / account holder | $7 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |