Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,614 | $160,040-87.1% | $147,096-86.0% | $145,877-85.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.50% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,875 | $5,289-45.6% | $4,936-41.8% | $4,663-38.3% |
| Participant deferral / active EE | $4,806 | $8,429-43.0% | $8,071-40.5% | $6,691-28.2% |
| Admin fee / account holder | $248 | $15,050-98.4% | $13,005-98.1% | $13,402-98.2% |