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 | $36,573 | $169,361-78.4% | $129,397-71.7% | $145,877-74.9% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 25.10% | 14395.54%-14370.4pp | 9453.98%-9428.9pp | 551.28%-526.2pp |
| Employer contribution / active EE | $815 | $5,542-85.3% | $4,154-80.4% | $4,663-82.5% |
| Participant deferral / active EE | $5,075 | $4,987+1.8% | $4,167+21.8% | $6,691-24.1% |
| Admin fee / account holder | $23 | $9,903-99.8% | $7,679-99.7% | $13,402-99.8% |