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 | $249,756 | $167,030+49.5% | $135,768+84.0% | $155,188+60.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 16.47% | 678.39%-661.9pp | 526.10%-509.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $500 | $4,132-87.9% | $3,394-85.3% | $4,248-88.2% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $39 | $8,172-99.5% | $7,048-99.4% | $14,480-99.7% |