Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,507 | $88,778-64.5% | $81,844-61.5% | $145,884-78.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 18.22% | 1033.03%-1014.8pp | 778.87%-760.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $2,237 | $3,087-27.5% | $2,916-23.3% | $4,662-52.0% |
| Participant deferral / active EE | $3,008 | $4,648-35.3% | $4,323-30.4% | $6,690-55.0% |
| Admin fee / account holder | $132 | $8,430-98.4% | $7,355-98.2% | $13,392-99.0% |