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 | $70,082 | $58,391+20.0% | $76,667-8.6% | $72,976-4.0% |
| Participation rate | 82.6% | 67.4%+15.2pp | 72.1%+10.5pp | 69.5%+13.1pp |
| Annual return | 21.36% | 2306.65%-2285.3pp | 1166.74%-1145.4pp | 81.02%-59.7pp |
| Employer contribution / active EE | $1,711 | $1,787-4.3% | $2,303-25.7% | $2,440-29.9% |
| Participant deferral / active EE | $2,942 | $2,690+9.4% | $3,336-11.8% | $3,608-18.4% |
| Admin fee / account holder | $213 | $4,014-94.7% | $6,423-96.7% | $5,124-95.8% |