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 | $38,572 | $65,434-41.1% | $98,483-60.8% | $85,847-55.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.56% | 21.75%-9.2pp | 1494.38%-1481.8pp | 318.61%-306.0pp |
| Employer contribution / active EE | $2,715 | $2,169+25.2% | $2,961-8.3% | $2,565+5.8% |
| Participant deferral / active EE | $3,126 | $3,168-1.3% | $4,276-26.9% | $3,952-20.9% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |