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 | $55,782 | $217,432-74.3% | $185,849-70.0% | $167,536-66.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.70% | 148.42%-129.7pp | 122.10%-103.4pp | 478.82%-460.1pp |
| Employer contribution / active EE | $3,638 | $5,875-38.1% | $5,169-29.6% | $4,839-24.8% |
| Participant deferral / active EE | $4,584 | $6,357-27.9% | $5,569-17.7% | $6,342-27.7% |
| Admin fee / account holder | $117 | $19,818-99.4% | $16,244-99.3% | $12,315-99.1% |