Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,494 | $160,040-83.4% | $147,096-82.0% | $145,877-81.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.66% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,529 | $5,289-52.2% | $4,936-48.8% | $4,663-45.8% |
| Participant deferral / active EE | $5,209 | $8,429-38.2% | $8,071-35.5% | $6,691-22.1% |
| Admin fee / account holder | $132 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |