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 | $10,180 | $169,361-94.0% | $129,397-92.1% | $145,877-93.0% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 24.06% | 14395.54%-14371.5pp | 9453.98%-9429.9pp | 551.28%-527.2pp |
| Employer contribution / active EE | $790 | $5,542-85.7% | $4,154-81.0% | $4,663-83.1% |
| Participant deferral / active EE | $3,253 | $4,987-34.8% | $4,167-21.9% | $6,691-51.4% |
| Admin fee / account holder | $142 | $9,903-98.6% | $7,679-98.2% | $13,402-98.9% |