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 | $77,114 | $109,863-29.8% | $98,477-21.7% | $167,518-54.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 16.46% | 1958.09%-1941.6pp | 1493.59%-1477.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $2,313 | $3,225-28.3% | $2,961-21.9% | $4,838-52.2% |
| Participant deferral / active EE | $7,770 | $4,673+66.3% | $4,276+81.7% | $6,342+22.5% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |