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 | $38,450 | $112,933-66.0% | $90,970-57.7% | $158,982-75.8% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 20.26% | 215.82%-195.6pp | 134.60%-114.3pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,559 | $2,893-46.1% | $2,122-26.5% | $4,763-67.3% |
| Participant deferral / active EE | $2,302 | $4,128-44.2% | $3,373-31.8% | $5,983-61.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |