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 | $19,625 | $100,073-80.4% | $85,126-76.9% | $145,877-86.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 151.80% | 84.11%+67.7pp | 66.63%+85.2pp | 551.28%-399.5pp |
| Employer contribution / active EE | $4,184 | $3,236+29.3% | $2,731+53.2% | $4,663-10.3% |
| Participant deferral / active EE | $3,102 | $5,294-41.4% | $4,523-31.4% | $6,691-53.6% |
| Admin fee / account holder | $206 | $7,261-97.2% | $6,160-96.7% | $13,402-98.5% |