Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,344 | $72,426-65.0% | $67,560-62.5% | $145,897-82.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.12% | 7226.78%-7211.7pp | 3533.50%-3518.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,849 | $3,074+25.2% | $2,737+40.6% | $4,663-17.5% |
| Participant deferral / active EE | $7,226 | $4,785+51.0% | $4,004+80.5% | $6,689+8.0% |
| Admin fee / account holder | $110 | $5,514-98.0% | $3,994-97.3% | $13,390-99.2% |