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 | $16,610 | $96,643-82.8% | $86,617-80.8% | $139,456-88.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.57% | 106.57%-91.0pp | 591.91%-576.3pp | 373.45%-357.9pp |
| Employer contribution / active EE | $617 | $3,264-81.1% | $3,023-79.6% | $4,753-87.0% |
| Participant deferral / active EE | $1,357 | $4,835-71.9% | $4,437-69.4% | $6,711-79.8% |
| Admin fee / account holder | $217 | $6,406-96.6% | $5,613-96.1% | $11,407-98.1% |