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 | $60,179 | $124,187-51.5% | $108,410-44.5% | $167,518-64.1% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 12.06% | 1379.80%-1367.7pp | 905.34%-893.3pp | 478.71%-466.7pp |
| Employer contribution / active EE | $1,573 | $4,187-62.4% | $3,558-55.8% | $4,838-67.5% |
| Participant deferral / active EE | $3,634 | $6,908-47.4% | $6,562-44.6% | $6,342-42.7% |
| Admin fee / account holder | $6 | $9,456-99.9% | $7,296-99.9% | $12,312-100.0% |