Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $46,071 | $99,011-53.5% | $86,582-46.8% | $147,586-68.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.32% | 1312.75%-1296.4pp | 965.08%-948.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $7,942 | $3,132+153.6% | $2,839+179.7% | $4,876+62.9% |
| Participant deferral / active EE | $6,647 | $3,972+67.3% | $3,609+84.2% | $5,439+22.2% |
| Admin fee / account holder | $222 | $5,709-96.1% | $4,904-95.5% | $10,886-98.0% |