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 | $66,694 | $85,766-22.2% | $136,298-51.1% | $70,126-4.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.31% | 31.46%-11.1pp | 5156.27%-5136.0pp | 73.15%-52.8pp |
| Employer contribution / active EE | $1,615 | $2,966-45.6% | $4,696-65.6% | $2,343-31.1% |
| Participant deferral / active EE | $4,559 | $5,051-9.8% | $6,247-27.0% | $3,332+36.8% |
| Admin fee / account holder | $268 | $5,421-95.1% | $9,244-97.1% | $4,645-94.2% |