Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $56,028 | $209,422-73.2% | $178,503-68.6% | $158,982-64.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.36% | 188.81%-176.4pp | 151.12%-138.8pp | 302.99%-290.6pp |
| Employer contribution / active EE | $2,095 | $5,707-63.3% | $5,011-58.2% | $4,763-56.0% |
| Participant deferral / active EE | $4,220 | $5,955-29.1% | $5,202-18.9% | $5,983-29.5% |
| Admin fee / account holder | $28 | $17,079-99.8% | $13,987-99.8% | $11,252-99.8% |