Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,847 | $159,978-73.2% | $147,041-70.9% | $145,978-70.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.03% | 98.36%-84.3pp | 419.21%-405.2pp | 550.52%-536.5pp |
| Employer contribution / active EE | $3,724 | $5,288-29.6% | $4,935-24.5% | $4,662-20.1% |
| Participant deferral / active EE | $7,464 | $8,429-11.4% | $8,071-7.5% | $6,690+11.6% |
| Admin fee / account holder | $50 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |