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 | $23,439 | $70,587-66.8% | $124,693-81.2% | $85,847-72.7% |
| Participation rate | 96.0% | 64.4%+31.6pp | 74.6%+21.4pp | 69.3%+26.7pp |
| Annual return | 15.23% | 20688.83%-20673.6pp | 5144.19%-5129.0pp | 318.61%-303.4pp |
| Employer contribution / active EE | $4,159 | $1,913+117.4% | $3,324+25.1% | $2,565+62.1% |
| Participant deferral / active EE | $2,419 | $2,969-18.5% | $4,615-47.6% | $3,952-38.8% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,494-100.0% | $6,261-100.0% |