Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,703 | $185,905-82.9% | $170,057-81.4% | $139,487-77.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.92% | 60.56%-24.6pp | 53.42%-17.5pp | 373.84%-337.9pp |
| Employer contribution / active EE | $4,935 | $7,597-35.0% | $6,790-27.3% | $4,755+3.8% |
| Participant deferral / active EE | $10,364 | $11,627-10.9% | $10,411-0.4% | $6,713+54.4% |
| Admin fee / account holder | $96 | $15,397-99.4% | $12,826-99.3% | $11,407-99.2% |