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 | $20,930 | $169,237-87.6% | $129,339-83.8% | $145,978-85.7% |
| Participation rate | 93.3% | 76.5%+16.9pp | 69.6%+23.7pp | 80.3%+13.0pp |
| Annual return | 12.95% | 14364.43%-14351.5pp | 9437.05%-9424.1pp | 550.52%-537.6pp |
| Employer contribution / active EE | $3,567 | $5,540-35.6% | $4,154-14.1% | $4,662-23.5% |
| Participant deferral / active EE | $5,604 | $4,991+12.3% | $4,170+34.4% | $6,690-16.2% |
| Admin fee / account holder | $178 | $9,882-98.2% | $7,668-97.7% | $13,400-98.7% |