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 | $47,343 | $183,988-74.3% | $162,177-70.8% | $152,897-69.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 27.18% | 150.79%-123.6pp | 115.60%-88.4pp | 345.43%-318.2pp |
| Employer contribution / active EE | $1,936 | $6,370-69.6% | $5,613-65.5% | $4,764-59.4% |
| Participant deferral / active EE | $5,103 | $8,032-36.5% | $7,297-30.1% | $5,851-12.8% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |