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 | $33,062 | $148,623-77.8% | $135,974-75.7% | $139,466-76.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.29% | 79.30%-46.0pp | 68.30%-35.0pp | 373.66%-340.4pp |
| Employer contribution / active EE | $3,800 | $5,246-27.6% | $4,859-21.8% | $4,754-20.1% |
| Participant deferral / active EE | $15,260 | $8,103+88.3% | $7,760+96.7% | $6,712+127.4% |
| Admin fee / account holder | $125 | $12,406-99.0% | $10,767-98.8% | $11,409-98.9% |