Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,710 | $138,076-72.0% | $123,553-68.7% | $135,380-71.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.38% | 153.70%-145.3pp | 119.21%-110.8pp | 519.81%-511.4pp |
| Employer contribution / active EE | $2,783 | $5,152-46.0% | $4,628-39.9% | $4,779-41.8% |
| Participant deferral / active EE | $11,197 | $6,800+64.7% | $6,426+74.2% | $5,609+99.6% |
| Admin fee / account holder | $6 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |