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 | $36,900 | $99,011-62.7% | $86,582-57.4% | $147,586-75.0% |
| Participation rate | 73.9% | 76.3%-2.4pp | 73.5%+0.4pp | 82.8%-8.9pp |
| Annual return | 20.77% | 1312.75%-1292.0pp | 965.08%-944.3pp | 578.59%-557.8pp |
| Employer contribution / active EE | $3,612 | $3,132+15.3% | $2,839+27.2% | $4,876-25.9% |
| Participant deferral / active EE | $4,671 | $3,972+17.6% | $3,609+29.4% | $5,439-14.1% |
| Admin fee / account holder | $178 | $5,709-96.9% | $4,904-96.4% | $10,886-98.4% |