Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,051 | $180,749-88.4% | $160,784-86.9% | $137,256-84.7% |
| Participation rate | 92.9% | 80.0%+12.9pp | 77.0%+15.9pp | 80.0%+12.9pp |
| Annual return | 23.33% | 2234.46%-2211.1pp | 1803.92%-1780.6pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,691 | $4,155-59.3% | $3,733-54.7% | $4,156-59.3% |
| Participant deferral / active EE | $3,631 | $6,844-46.9% | $6,293-42.3% | $6,407-43.3% |
| Admin fee / account holder | $1 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |