Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,265 | $72,426-59.6% | $67,560-56.7% | $145,897-79.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 20.49% | 7226.78%-7206.3pp | 3533.50%-3513.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $2,697 | $3,074-12.3% | $2,737-1.4% | $4,663-42.2% |
| Participant deferral / active EE | $2,675 | $4,785-44.1% | $4,004-33.2% | $6,689-60.0% |
| Admin fee / account holder | $102 | $5,514-98.1% | $3,994-97.4% | $13,390-99.2% |