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 | $16,912 | $106,008-84.0% | $92,240-81.7% | $147,586-88.5% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.5%-2.8pp | 82.8%-9.1pp |
| Annual return | 18.88% | 50.05%-31.2pp | 176.29%-157.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,495 | $4,333-65.5% | $3,680-59.4% | $4,876-69.3% |
| Participant deferral / active EE | $1,741 | $4,478-61.1% | $3,897-55.3% | $5,439-68.0% |
| Admin fee / account holder | $291 | $6,333-95.4% | $5,194-94.4% | $10,886-97.3% |