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 | $48,117 | $168,636-71.5% | $147,618-67.4% | $125,388-61.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.46% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.8pp |
| Employer contribution / active EE | $4,597 | $6,252-26.5% | $5,565-17.4% | $4,866-5.5% |
| Participant deferral / active EE | $3,594 | $5,507-34.7% | $4,895-26.6% | $5,352-32.8% |
| Admin fee / account holder | $297 | $13,580-97.8% | $11,612-97.4% | $9,541-96.9% |