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 | $37,234 | $98,776-62.3% | $149,745-75.1% | $79,856-53.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.93% | 27.38%-10.4pp | 276.72%-259.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $6,045 | $3,217+87.9% | $4,646+30.1% | $2,471+144.6% |
| Participant deferral / active EE | $4,260 | $5,681-25.0% | $6,843-37.7% | $3,741+13.9% |
| Admin fee / account holder | $49 | $6,053-99.2% | $9,312-99.5% | $5,306-99.1% |