Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,807 | $165,399-85.6% | $149,745-84.1% | $158,982-85.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.42% | 348.34%-311.9pp | 276.72%-240.3pp | 302.99%-266.6pp |
| Employer contribution / active EE | $3,280 | $5,105-35.8% | $4,646-29.4% | $4,763-31.1% |
| Participant deferral / active EE | $9,804 | $7,183+36.5% | $6,843+43.3% | $5,983+63.9% |
| Admin fee / account holder | $101 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |