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 | $16,540 | $88,815-81.4% | $81,882-79.8% | $145,897-88.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 11.53% | 1033.75%-1022.2pp | 779.47%-767.9pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,819 | $3,086-41.1% | $2,916-37.6% | $4,663-61.0% |
| Participant deferral / active EE | $2,097 | $4,647-54.9% | $4,323-51.5% | $6,689-68.6% |
| Admin fee / account holder | $139 | $8,434-98.4% | $7,360-98.1% | $13,390-99.0% |