Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,077 | $160,040-80.0% | $147,096-78.2% | $145,877-78.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.90% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,346 | $5,289-74.6% | $4,936-72.7% | $4,663-71.1% |
| Participant deferral / active EE | $9,353 | $8,429+11.0% | $8,071+15.9% | $6,691+39.8% |
| Admin fee / account holder | $18 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |