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 | $19,466 | $70,366-72.3% | $66,674-70.8% | $138,895-86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 31.20% | 386.41%-355.2pp | 321.24%-290.0pp | 145.39%-114.2pp |
| Employer contribution / active EE | $3,783 | $2,765+36.8% | $2,620+44.4% | $4,194-9.8% |
| Participant deferral / active EE | $4,661 | $4,374+6.6% | $4,084+14.1% | $6,396-27.1% |
| Admin fee / account holder | $158 | $5,262-97.0% | $5,098-96.9% | $12,562-98.7% |