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 | $31,070 | $160,070-80.6% | $147,117-78.9% | $145,897-78.7% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 13.90% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,333 | $5,285-55.9% | $4,932-52.7% | $4,663-50.0% |
| Participant deferral / active EE | $5,290 | $8,419-37.2% | $8,065-34.4% | $6,689-20.9% |
| Admin fee / account holder | $265 | $15,035-98.2% | $12,993-98.0% | $13,390-98.0% |