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 | $22,196 | $111,535-80.1% | $105,223-78.9% | $137,256-83.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.26% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,192 | $3,939-44.4% | $3,689-40.6% | $4,156-47.3% |
| Participant deferral / active EE | $5,128 | $5,500-6.8% | $5,072+1.1% | $6,407-20.0% |
| Admin fee / account holder | $244 | $9,721-97.5% | $8,859-97.3% | $12,270-98.0% |