Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $50,366 | $68,097-26.0% | $62,929-20.0% | $137,256-63.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.30% | 1859.11%-1846.8pp | 1063.93%-1051.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,259 | $2,811-55.2% | $2,505-49.7% | $4,156-69.7% |
| Participant deferral / active EE | $5,627 | $4,553+23.6% | $3,888+44.7% | $6,407-12.2% |
| Admin fee / account holder | $44 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |