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 | $9,761 | $88,815-89.0% | $81,882-88.1% | $145,897-93.3% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 37.21% | 1033.75%-996.5pp | 779.47%-742.3pp | 552.29%-515.1pp |
| Employer contribution / active EE | $1,543 | $3,086-50.0% | $2,916-47.1% | $4,663-66.9% |
| Participant deferral / active EE | $1,471 | $4,647-68.3% | $4,323-66.0% | $6,689-78.0% |
| Admin fee / account holder | $152 | $8,434-98.2% | $7,360-97.9% | $13,390-98.9% |