Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,123 | $180,466-79.4% | $154,114-75.9% | $135,382-72.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 13.70% | 888.15%-874.5pp | 735.16%-721.5pp | 519.77%-506.1pp |
| Employer contribution / active EE | $1,870 | $6,035-69.0% | $5,298-64.7% | $4,779-60.9% |
| Participant deferral / active EE | $4,441 | $5,806-23.5% | $5,081-12.6% | $5,609-20.8% |
| Admin fee / account holder | $5 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |