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 | $45,218 | $176,105-74.3% | $159,474-71.6% | $167,536-73.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.99% | 331.91%-317.9pp | 263.68%-249.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $4,541 | $5,299-14.3% | $4,831-6.0% | $4,839-6.2% |
| Participant deferral / active EE | $4,237 | $7,751-45.3% | $7,353-42.4% | $6,342-33.2% |
| Admin fee / account holder | $121 | $12,559-99.0% | $10,802-98.9% | $12,315-99.0% |