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 | $53,175 | $150,445-64.7% | $136,297-61.0% | $147,585-64.0% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 14.86% | 1049.14%-1034.3pp | 5156.16%-5141.3pp | 578.57%-563.7pp |
| Employer contribution / active EE | $2,506 | $5,256-52.3% | $4,696-46.6% | $4,876-48.6% |
| Participant deferral / active EE | $3,224 | $6,631-51.4% | $6,247-48.4% | $5,439-40.7% |
| Admin fee / account holder | $235 | $10,906-97.8% | $9,244-97.5% | $10,885-97.8% |