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 | $45,217 | $176,105-74.3% | $159,474-71.6% | $167,536-73.0% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.32% | 331.91%-316.6pp | 263.68%-248.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,855 | $7,751-24.5% | $7,353-20.4% | $6,342-7.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |