Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,364 | $81,668-87.3% | $58,507-82.3% | $139,487-92.6% |
| Participation rate | 85.0% | 61.3%+23.7pp | 50.9%+34.1pp | 80.3%+4.7pp |
| Annual return | 26.61% | 7430.07%-7403.5pp | 4252.32%-4225.7pp | 373.84%-347.2pp |
| Employer contribution / active EE | $2,251 | $1,398+61.0% | $1,053+113.7% | $4,755-52.7% |
| Participant deferral / active EE | $3,813 | $2,554+49.3% | $1,922+98.4% | $6,713-43.2% |
| Admin fee / account holder | $31 | $3,212-99.0% | $2,486-98.7% | $11,407-99.7% |