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 | $49,896 | $72,071-30.8% | $68,368-27.0% | $137,256-63.6% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.0%-6.6pp |
| Annual return | 19.53% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,416 | $2,788-49.2% | $2,649-46.5% | $4,156-65.9% |
| Participant deferral / active EE | $2,467 | $4,410-44.1% | $4,123-40.2% | $6,407-61.5% |
| Admin fee / account holder | $18 | $5,336-99.7% | $5,150-99.6% | $12,270-99.9% |