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 | $26,386 | $102,696-74.3% | $86,235-69.4% | $139,487-81.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.6pp |
| Annual return | 22.12% | 1925.91%-1903.8pp | 1170.03%-1147.9pp | 373.84%-351.7pp |
| Employer contribution / active EE | $1,908 | $3,034-37.1% | $2,381-19.9% | $4,755-59.9% |
| Participant deferral / active EE | $3,781 | $4,679-19.2% | $3,987-5.2% | $6,713-43.7% |
| Admin fee / account holder | $3 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |