Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,145 | $88,754-85.2% | $81,820-83.9% | $145,877-91.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 19.43% | 1031.77%-1012.3pp | 777.93%-758.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,689 | $3,085-45.2% | $2,915-42.0% | $4,663-63.8% |
| Participant deferral / active EE | $3,665 | $4,648-21.1% | $4,323-15.2% | $6,691-45.2% |
| Admin fee / account holder | $64 | $8,424-99.2% | $7,391-99.1% | $13,402-99.5% |