Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $76,747 | $96,361-20.4% | $80,607-4.8% | $139,456-45.0% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 31.00% | 1350.95%-1319.9pp | 936.11%-905.1pp | 373.45%-342.4pp |
| Employer contribution / active EE | $1,253 | $3,262-61.6% | $2,724-54.0% | $4,753-73.6% |
| Participant deferral / active EE | $11,563 | $5,232+121.0% | $4,448+160.0% | $6,711+72.3% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |