Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,991 | $162,529-79.1% | $130,788-74.0% | $154,746-78.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.38% | 510.48%-489.1pp | 386.44%-365.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,958 | $4,447-33.5% | $3,558-16.9% | $4,379-32.4% |
| Participant deferral / active EE | $3,368 | $4,808-29.9% | $4,137-18.6% | $6,730-50.0% |
| Admin fee / account holder | $152 | $7,669-98.0% | $6,673-97.7% | $14,365-98.9% |