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 | $34,660 | $111,830-69.0% | $93,696-63.0% | $145,884-76.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.88% | 204.08%-190.2pp | 133.74%-119.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,590 | $3,093-48.6% | $2,422-34.3% | $4,662-65.9% |
| Participant deferral / active EE | $3,975 | $4,920-19.2% | $4,417-10.0% | $6,690-40.6% |
| Admin fee / account holder | $278 | $10,249-97.3% | $8,287-96.7% | $13,392-97.9% |