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 | $69,016 | $109,872-37.2% | $98,483-29.9% | $167,536-58.8% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 13.92% | 1959.31%-1945.4pp | 1494.38%-1480.5pp | 478.82%-464.9pp |
| Employer contribution / active EE | $1,626 | $3,225-49.6% | $2,961-45.1% | $4,839-66.4% |
| Participant deferral / active EE | $2,324 | $4,673-50.3% | $4,276-45.7% | $6,342-63.4% |
| Admin fee / account holder | $24 | $6,757-99.6% | $5,953-99.6% | $12,315-99.8% |