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 | $26,088 | $99,011-73.7% | $86,582-69.9% | $147,586-82.3% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 19.82% | 1312.75%-1292.9pp | 965.08%-945.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,146 | $3,132-31.5% | $2,839-24.4% | $4,876-56.0% |
| Participant deferral / active EE | $3,703 | $3,972-6.8% | $3,609+2.6% | $5,439-31.9% |
| Admin fee / account holder | $160 | $5,709-97.2% | $4,904-96.7% | $10,886-98.5% |