Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,303 | $112,933-71.4% | $90,970-64.5% | $158,982-79.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.19% | 215.82%-206.6pp | 134.60%-125.4pp | 302.99%-293.8pp |
| Employer contribution / active EE | $4,341 | $2,893+50.0% | $2,122+104.6% | $4,763-8.9% |
| Participant deferral / active EE | $2,081 | $4,128-49.6% | $3,373-38.3% | $5,983-65.2% |
| Admin fee / account holder | $133 | $8,047-98.4% | $5,961-97.8% | $11,252-98.8% |