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 | $13,728 | $169,356-91.9% | $129,406-89.4% | $145,897-90.6% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 12.35% | 14418.62%-14406.3pp | 9468.18%-9455.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,162 | $5,542-79.0% | $4,155-72.0% | $4,663-75.1% |
| Participant deferral / active EE | $1,449 | $4,987-70.9% | $4,167-65.2% | $6,689-78.3% |
| Admin fee / account holder | $55 | $9,915-99.4% | $7,689-99.3% | $13,390-99.6% |