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 | $88,754-81.4% | $81,820-79.8% | $145,877-88.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 11.53% | 1031.77%-1020.2pp | 777.93%-766.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,819 | $3,085-41.0% | $2,915-37.6% | $4,663-61.0% |
| Participant deferral / active EE | $2,097 | $4,648-54.9% | $4,323-51.5% | $6,691-68.7% |
| Admin fee / account holder | $139 | $8,424-98.3% | $7,391-98.1% | $13,402-99.0% |