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 | $71,890 | $90,691-20.7% | $76,119-5.6% | $145,884-50.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 9.89% | 624.52%-614.6pp | 361.25%-351.4pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,594 | $3,329-52.1% | $2,693-40.8% | $4,662-65.8% |
| Participant deferral / active EE | $4,700 | $5,167-9.0% | $4,259+10.3% | $6,690-29.7% |
| Admin fee / account holder | $75 | $8,383-99.1% | $6,421-98.8% | $13,392-99.4% |