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 | $70,504 | $88,778-20.6% | $81,844-13.9% | $145,884-51.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.99% | 1033.03%-1019.0pp | 778.87%-764.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,893 | $3,087-6.3% | $2,916-0.8% | $4,662-37.9% |
| Participant deferral / active EE | $23,200 | $4,648+399.1% | $4,323+436.6% | $6,690+246.8% |
| Admin fee / account holder | $255 | $8,430-97.0% | $7,355-96.5% | $13,392-98.1% |