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 | $25,612 | $102,663-75.1% | $86,216-70.3% | $139,466-81.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 21.09% | 1924.52%-1903.4pp | 1169.42%-1148.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $1,507 | $3,035-50.4% | $2,382-36.7% | $4,754-68.3% |
| Participant deferral / active EE | $3,999 | $4,677-14.5% | $3,986+0.3% | $6,712-40.4% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |