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 | $26,666 | $107,353-75.2% | $92,903-71.3% | $152,885-82.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 25.75% | 145.62%-119.9pp | 109.43%-83.7pp | 345.39%-319.6pp |
| Employer contribution / active EE | $2,191 | $4,222-48.1% | $3,653-40.0% | $4,763-54.0% |
| Participant deferral / active EE | $2,241 | $4,848-53.8% | $4,238-47.1% | $5,851-61.7% |
| Admin fee / account holder | $5 | $7,081-99.9% | $5,795-99.9% | $11,598-100.0% |