Sign up free to preview peer percentile detail
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 | $20,100 | $211,224-90.5% | $178,505-88.7% | $145,897-86.2% |
| Participation rate | 92.3% | 80.8%+11.5pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 55.60% | 30.28%+25.3pp | 27.16%+28.4pp | 552.29%-496.7pp |
| Employer contribution / active EE | $3,839 | $4,577-16.1% | $3,955-2.9% | $4,663-17.7% |
| Participant deferral / active EE | $8,400 | $6,966+20.6% | $6,280+33.8% | $6,689+25.6% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |