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 | $36,783 | $202,342-81.8% | $172,752-78.7% | $152,897-75.9% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 16.98% | 1029.83%-1012.8pp | 802.97%-786.0pp | 345.43%-328.4pp |
| Employer contribution / active EE | $3,478 | $5,858-40.6% | $5,144-32.4% | $4,764-27.0% |
| Participant deferral / active EE | $2,785 | $5,948-53.2% | $5,198-46.4% | $5,851-52.4% |
| Admin fee / account holder | $71 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |