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 | $18,345 | $90,486-79.7% | $78,676-76.7% | $273,972-93.3% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 1875.01% | 75.62%+1799.4pp | 62.19%+1812.8pp | 41.46%+1833.6pp |
| Employer contribution / active EE | $1,494 | $3,175-52.9% | $2,850-47.6% | $4,869-69.3% |
| Participant deferral / active EE | $2,491 | $3,901-36.1% | $3,517-29.2% | $5,287-52.9% |
| Admin fee / account holder | $140 | $5,263-97.3% | $4,510-96.9% | $10,133-98.6% |