Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,129 | $72,071-59.6% | $68,368-57.4% | $137,256-78.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.97% | 353.14%-332.2pp | 292.57%-271.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $4,468 | $2,788+60.3% | $2,649+68.7% | $4,156+7.5% |
| Participant deferral / active EE | $6,972 | $4,410+58.1% | $4,123+69.1% | $6,407+8.8% |
| Admin fee / account holder | $186 | $5,336-96.5% | $5,150-96.4% | $12,270-98.5% |