Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,864 | $72,071-80.8% | $68,368-79.7% | $137,256-89.9% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 518.34% | 353.14%+165.2pp | 292.57%+225.8pp | 220.34%+298.0pp |
| Employer contribution / active EE | $1,987 | $2,788-28.7% | $2,649-25.0% | $4,156-52.2% |
| Participant deferral / active EE | $9,847 | $4,410+123.3% | $4,123+138.9% | $6,407+53.7% |
| Admin fee / account holder | $35 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |