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 | $29,531 | $100,938-70.7% | $90,461-67.4% | $158,982-81.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 11.36% | 1727.20%-1715.8pp | 1294.76%-1283.4pp | 302.99%-291.6pp |
| Employer contribution / active EE | $4,481 | $3,691+21.4% | $3,264+37.3% | $4,763-5.9% |
| Participant deferral / active EE | $1,685 | $4,350-61.3% | $3,964-57.5% | $5,983-71.8% |
| Admin fee / account holder | $120 | $6,510-98.2% | $5,617-97.9% | $11,252-98.9% |