Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $71,316 | $174,379-59.1% | $152,093-53.1% | $138,895-48.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 311.62% | 74.86%+236.8pp | 66.36%+245.3pp | 145.39%+166.2pp |
| Employer contribution / active EE | $1,752 | $4,652-62.3% | $4,175-58.0% | $4,194-58.2% |
| Participant deferral / active EE | $4,380 | $6,159-28.9% | $5,451-19.7% | $6,396-31.5% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |