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 | $52,403 | $202,342-74.1% | $172,753-69.7% | $152,909-65.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 27.08% | 1029.88%-1002.8pp | 803.00%-775.9pp | 345.46%-318.4pp |
| Employer contribution / active EE | $1,852 | $5,857-68.4% | $5,144-64.0% | $4,764-61.1% |
| Participant deferral / active EE | $3,346 | $5,948-43.7% | $5,198-35.6% | $5,851-42.8% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |