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 | $18,658 | $52,911-64.7% | $73,309-74.5% | $59,633-68.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 53.74% | 12.20%+41.5pp | 5.67%+48.1pp | 2041.45%-1987.7pp |
| Employer contribution / active EE | $3,866 | $1,909+102.6% | $3,237+19.4% | $2,203+75.5% |
| Participant deferral / active EE | $5,451 | $4,069+34.0% | $4,991+9.2% | $3,192+70.8% |
| Admin fee / account holder | $269 | $3,835-93.0% | $5,635-95.2% | $4,297-93.7% |