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 | $38,758 | $118,708-67.4% | $98,920-60.8% | $158,982-75.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.34% | 372.49%-353.2pp | 196.47%-177.1pp | 302.99%-283.7pp |
| Employer contribution / active EE | $2,032 | $3,334-39.0% | $2,689-24.4% | $4,763-57.3% |
| Participant deferral / active EE | $3,701 | $5,089-27.3% | $4,245-12.8% | $5,983-38.1% |
| Admin fee / account holder | $23 | $10,134-99.8% | $6,643-99.7% | $11,252-99.8% |