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 | $31,374 | $110,039-71.5% | $97,260-67.7% | $145,884-78.5% |
| Participation rate | 95.8% | 75.9%+19.9pp | 72.7%+23.2pp | 80.3%+15.5pp |
| Annual return | 17.90% | 244.44%-226.5pp | 75.54%-57.6pp | 551.85%-534.0pp |
| Employer contribution / active EE | $5,884 | $3,074+91.4% | $2,721+116.2% | $4,662+26.2% |
| Participant deferral / active EE | $11,615 | $4,674+148.5% | $4,262+172.6% | $6,690+73.6% |
| Admin fee / account holder | $206 | $6,204-96.7% | $5,640-96.3% | $13,392-98.5% |