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 | $42,404 | $202,342-79.0% | $172,752-75.5% | $152,897-72.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.83% | 1029.83%-1009.0pp | 802.97%-782.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $3,004 | $5,858-48.7% | $5,144-41.6% | $4,764-36.9% |
| Participant deferral / active EE | $13,003 | $5,948+118.6% | $5,198+150.2% | $5,851+122.2% |
| Admin fee / account holder | $222 | $17,111-98.7% | $13,955-98.4% | $11,599-98.1% |