Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,940 | $169,361-88.8% | $129,397-85.4% | $145,877-87.0% |
| Participation rate | 78.9% | 76.5%+2.5pp | 69.6%+9.3pp | 80.3%-1.4pp |
| Annual return | 16.13% | 14395.54%-14379.4pp | 9453.98%-9437.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $766 | $5,542-86.2% | $4,154-81.6% | $4,663-83.6% |
| Participant deferral / active EE | $3,499 | $4,987-29.8% | $4,167-16.0% | $6,691-47.7% |
| Admin fee / account holder | $54 | $9,903-99.5% | $7,679-99.3% | $13,402-99.6% |