Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,721 | $102,663-69.1% | $86,216-63.2% | $139,466-77.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 16.85% | 1924.52%-1907.7pp | 1169.42%-1152.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $617 | $3,035-79.7% | $2,382-74.1% | $4,754-87.0% |
| Participant deferral / active EE | $10,963 | $4,677+134.4% | $3,986+175.0% | $6,712+63.3% |
| Admin fee / account holder | $163 | $8,663-98.1% | $6,853-97.6% | $11,409-98.6% |