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 | $22,453 | $60,128-62.7% | $90,440-75.2% | $79,852-71.9% |
| Participation rate | 96.2% | 65.0%+31.2pp | 72.7%+23.5pp | 69.6%+26.5pp |
| Annual return | 19.89% | 71.95%-52.1pp | 1294.38%-1274.5pp | 31.72%-11.8pp |
| Employer contribution / active EE | $2,329 | $2,068+12.6% | $3,263-28.6% | $2,471-5.8% |
| Participant deferral / active EE | $4,223 | $2,939+43.7% | $3,964+6.6% | $3,740+12.9% |
| Admin fee / account holder | $67 | $3,977-98.3% | $5,615-98.8% | $5,306-98.7% |