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 | $34,771 | $65,434-46.9% | $98,483-64.7% | $85,847-59.5% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.0pp | 69.3%+28.0pp |
| Annual return | 26.04% | 21.75%+4.3pp | 1494.38%-1468.3pp | 318.61%-292.6pp |
| Employer contribution / active EE | $8,467 | $2,169+290.4% | $2,961+186.0% | $2,565+230.1% |
| Participant deferral / active EE | $7,846 | $3,168+147.7% | $4,276+83.5% | $3,952+98.5% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |