Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,114 | $102,595-63.8% | $94,057-60.5% | $154,746-76.0% |
| Participation rate | 90.5% | 76.0%+14.5pp | 73.3%+17.1pp | 80.7%+9.8pp |
| Annual return | 15.79% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,415 | $3,147-23.3% | $2,933-17.7% | $4,379-44.8% |
| Participant deferral / active EE | $4,386 | $5,118-14.3% | $4,709-6.9% | $6,730-34.8% |
| Admin fee / account holder | $57 | $7,736-99.3% | $7,244-99.2% | $14,365-99.6% |