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 | $43,537 | $100,938-56.9% | $90,461-51.9% | $158,982-72.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.6pp | 82.0%+11.4pp |
| Annual return | 17.26% | 1727.20%-1709.9pp | 1294.76%-1277.5pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,816 | $3,691-50.8% | $3,264-44.3% | $4,763-61.9% |
| Participant deferral / active EE | $5,387 | $4,350+23.8% | $3,964+35.9% | $5,983-10.0% |
| Admin fee / account holder | $180 | $6,510-97.2% | $5,617-96.8% | $11,252-98.4% |