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 | $39,613 | $198,457-80.0% | $170,435-76.8% | $147,586-73.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.09% | 257.30%-236.2pp | 205.94%-184.8pp | 578.59%-557.5pp |
| Employer contribution / active EE | $3,747 | $6,183-39.4% | $5,432-31.0% | $4,876-23.2% |
| Participant deferral / active EE | $5,744 | $5,629+2.0% | $4,939+16.3% | $5,439+5.6% |
| Admin fee / account holder | $114 | $16,852-99.3% | $13,881-99.2% | $10,886-99.0% |