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 | $21,821 | $52,911-58.8% | $73,309-70.2% | $59,633-63.4% |
| Participation rate | 95.5% | 68.2%+27.2pp | 74.9%+20.5pp | 68.7%+26.8pp |
| Annual return | 4975.20% | 12.20%+4963.0pp | 5.67%+4969.5pp | 2041.40%+2933.8pp |
| Employer contribution / active EE | $3,412 | $1,909+78.8% | $3,237+5.4% | $2,203+54.9% |
| Participant deferral / active EE | $6,263 | $4,069+53.9% | $4,991+25.5% | $3,192+96.2% |
| Admin fee / account holder | $160 | $3,835-95.8% | $5,635-97.2% | $4,297-96.3% |