Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,088 | $109,863-81.7% | $98,477-79.6% | $167,518-88.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.37% | 1958.09%-1941.7pp | 1493.59%-1477.2pp | 478.71%-462.3pp |
| Employer contribution / active EE | $2,371 | $3,225-26.5% | $2,961-19.9% | $4,838-51.0% |
| Participant deferral / active EE | $5,766 | $4,673+23.4% | $4,276+34.8% | $6,342-9.1% |
| Admin fee / account holder | $86 | $6,755-98.7% | $5,951-98.5% | $12,312-99.3% |