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 | $37,717 | $176,105-78.6% | $159,474-76.3% | $167,536-77.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.45% | 331.91%-315.5pp | 263.68%-247.2pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,890 | $5,299-64.3% | $4,831-60.9% | $4,839-61.0% |
| Participant deferral / active EE | $3,128 | $7,751-59.6% | $7,353-57.5% | $6,342-50.7% |
| Admin fee / account holder | $66 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |