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 | $18,405 | $99,011-81.4% | $86,582-78.7% | $147,586-87.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.78% | 1312.75%-1298.0pp | 965.08%-950.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,103 | $3,132-64.8% | $2,839-61.2% | $4,876-77.4% |
| Participant deferral / active EE | $1,397 | $3,972-64.8% | $3,609-61.3% | $5,439-74.3% |
| Admin fee / account holder | $218 | $5,709-96.2% | $4,904-95.6% | $10,886-98.0% |