Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,613 | $159,934-79.6% | $147,005-77.8% | $145,959-77.7% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.80% | 98.24%-83.4pp | 418.76%-404.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,563 | $5,287-51.5% | $4,934-48.1% | $4,661-45.0% |
| Participant deferral / active EE | $4,265 | $8,427-49.4% | $8,070-47.2% | $6,689-36.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |