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 | $10,271 | $169,336-93.9% | $129,384-92.1% | $145,884-93.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.23% | 14408.70%-14385.5pp | 9461.77%-9438.5pp | 551.85%-528.6pp |
| Employer contribution / active EE | $2,956 | $5,540-46.6% | $4,153-28.8% | $4,662-36.6% |
| Participant deferral / active EE | $3,816 | $4,985-23.4% | $4,166-8.4% | $6,690-43.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |