Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,804 | $102,696-69.0% | $86,235-63.1% | $139,487-77.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.74% | 1925.91%-1908.2pp | 1170.03%-1152.3pp | 373.84%-356.1pp |
| Employer contribution / active EE | $2,624 | $3,034-13.5% | $2,381+10.2% | $4,755-44.8% |
| Participant deferral / active EE | $6,157 | $4,679+31.6% | $3,987+54.4% | $6,713-8.3% |
| Admin fee / account holder | $179 | $8,667-97.9% | $6,856-97.4% | $11,407-98.4% |