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 | $24,945 | $86,050-71.0% | $189,758-86.9% | $94,015-73.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 13.67% | 17.77%-4.1pp | 52.62%-39.0pp | 17.84%-4.2pp |
| Employer contribution / active EE | $9,395 | $2,819+233.2% | $4,767+97.1% | $2,790+236.7% |
| Participant deferral / active EE | $1,795 | $3,349-46.4% | $5,856-69.4% | $4,249-57.8% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |