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 | $19,506 | $105,145-81.4% | $94,664-79.4% | $139,466-86.0% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 33.34% | 38.09%-4.8pp | 156.84%-123.5pp | 373.66%-340.3pp |
| Employer contribution / active EE | $2,220 | $4,107-45.9% | $3,673-39.6% | $4,754-53.3% |
| Participant deferral / active EE | $8,214 | $7,599+8.1% | $7,417+10.7% | $6,712+22.4% |
| Admin fee / account holder | $21 | $8,972-99.8% | $7,222-99.7% | $11,409-99.8% |