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 | $38,028 | $160,059-76.2% | $140,019-72.8% | $135,380-71.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | 37.08% | 911.48%-874.4pp | 651.17%-614.1pp | 519.81%-482.7pp |
| Employer contribution / active EE | $2,267 | $6,420-64.7% | $5,605-59.6% | $4,779-52.6% |
| Participant deferral / active EE | $5,060 | $7,641-33.8% | $6,927-27.0% | $5,609-9.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |