Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,853 | $105,160-80.2% | $94,679-78.0% | $139,456-85.0% |
| Participation rate | 90.9% | 82.4%+8.5pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 28.17% | 38.04%-9.9pp | 156.75%-128.6pp | 373.45%-345.3pp |
| Employer contribution / active EE | $1,764 | $4,107-57.0% | $3,673-52.0% | $4,753-62.9% |
| Participant deferral / active EE | $8,032 | $7,599+5.7% | $7,417+8.3% | $6,711+19.7% |
| Admin fee / account holder | $69 | $8,988-99.2% | $7,233-99.0% | $11,407-99.4% |