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 | $29,634 | $111,830-73.5% | $93,696-68.4% | $145,884-79.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 10.34% | 204.08%-193.7pp | 133.74%-123.4pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,757 | $3,093-43.2% | $2,422-27.5% | $4,662-62.3% |
| Participant deferral / active EE | $6,303 | $4,920+28.1% | $4,417+42.7% | $6,690-5.8% |
| Admin fee / account holder | $12 | $10,249-99.9% | $8,287-99.9% | $13,392-99.9% |