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 | $37,803 | $100,041-62.2% | $149,718-74.8% | $70,131-46.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 41.17% | 27.43%+13.7pp | 1501.67%-1460.5pp | 73.14%-32.0pp |
| Employer contribution / active EE | $2,090 | $3,662-42.9% | $5,445-61.6% | $2,342-10.8% |
| Participant deferral / active EE | $4,432 | $4,983-11.1% | $6,569-32.5% | $3,332+33.0% |
| Admin fee / account holder | $115 | $8,286-98.6% | $11,283-99.0% | $4,645-97.5% |