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 | $24,821 | $156,963-84.2% | $121,204-79.5% | $139,466-82.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 27.63% | 1476.75%-1449.1pp | 987.18%-959.6pp | 373.66%-346.0pp |
| Employer contribution / active EE | $1,713 | $5,544-69.1% | $4,170-58.9% | $4,754-64.0% |
| Participant deferral / active EE | $7,485 | $4,848+54.4% | $4,083+83.3% | $6,712+11.5% |
| Admin fee / account holder | $82 | $6,953-98.8% | $5,651-98.5% | $11,409-99.3% |