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 | $18,449 | $160,028-88.5% | $147,080-87.5% | $145,884-87.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 22.57% | 98.60%-76.0pp | 420.17%-397.6pp | 551.85%-529.3pp |
| Employer contribution / active EE | $2,096 | $5,286-60.4% | $4,933-57.5% | $4,662-55.1% |
| Participant deferral / active EE | $2,938 | $8,422-65.1% | $8,066-63.6% | $6,690-56.1% |
| Admin fee / account holder | $295 | $15,030-98.0% | $12,989-97.7% | $13,392-97.8% |