Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $64,956 | $209,888-69.1% | $189,545-65.7% | $167,553-61.2% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 15.44% | 748.66%-733.2pp | 555.36%-539.9pp | 478.89%-463.5pp |
| Employer contribution / active EE | $1,530 | $6,915-77.9% | $6,162-75.2% | $4,840-68.4% |
| Participant deferral / active EE | $8,228 | $8,934-7.9% | $8,220+0.1% | $6,343+29.7% |
| Admin fee / account holder | $20 | $14,300-99.9% | $12,049-99.8% | $12,316-99.8% |