Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,410 | $148,623-79.5% | $135,974-77.6% | $139,466-78.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 58.91% | 79.30%-20.4pp | 68.30%-9.4pp | 373.66%-314.7pp |
| Employer contribution / active EE | $3,555 | $5,246-32.2% | $4,859-26.8% | $4,754-25.2% |
| Participant deferral / active EE | $11,594 | $8,103+43.1% | $7,760+49.4% | $6,712+72.7% |
| Admin fee / account holder | $121 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |