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 | $35,048 | $100,938-65.3% | $90,461-61.3% | $158,982-78.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.64% | 1727.20%-1707.6pp | 1294.76%-1275.1pp | 302.99%-283.4pp |
| Employer contribution / active EE | $2,246 | $3,691-39.2% | $3,264-31.2% | $4,763-52.8% |
| Participant deferral / active EE | $4,416 | $4,350+1.5% | $3,964+11.4% | $5,983-26.2% |
| Admin fee / account holder | $128 | $6,510-98.0% | $5,617-97.7% | $11,252-98.9% |