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 | $31,278 | $176,077-82.2% | $159,455-80.4% | $167,518-81.3% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 19.86% | 331.83%-312.0pp | 263.63%-243.8pp | 478.71%-458.8pp |
| Employer contribution / active EE | $979 | $5,298-81.5% | $4,830-79.7% | $4,838-79.8% |
| Participant deferral / active EE | $5,047 | $7,751-34.9% | $7,353-31.4% | $6,342-20.4% |
| Admin fee / account holder | $167 | $12,556-98.7% | $10,800-98.5% | $12,312-98.6% |