Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,812 | $88,815-57.4% | $81,882-53.8% | $145,897-74.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 13.89% | 1033.75%-1019.9pp | 779.47%-765.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,948 | $3,086-4.5% | $2,916+1.1% | $4,663-36.8% |
| Participant deferral / active EE | $3,175 | $4,647-31.7% | $4,323-26.6% | $6,689-52.5% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |