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 | $32,528 | $97,732-66.7% | $83,831-61.2% | $135,380-76.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.62% | 1287.56%-1273.9pp | 850.99%-837.4pp | 519.81%-506.2pp |
| Employer contribution / active EE | $7,143 | $4,222+69.2% | $3,631+96.7% | $4,779+49.5% |
| Participant deferral / active EE | $3,631 | $4,683-22.5% | $4,082-11.1% | $5,609-35.3% |
| Admin fee / account holder | -$3,636 | $6,675-154.5% | $5,479-166.4% | $10,828-133.6% |