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 | $26,070 | $160,070-83.7% | $147,117-82.3% | $145,897-82.1% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 63.09% | 98.69%-35.6pp | 420.54%-357.4pp | 552.29%-489.2pp |
| Employer contribution / active EE | $1,111 | $5,285-79.0% | $4,932-77.5% | $4,663-76.2% |
| Participant deferral / active EE | $3,168 | $8,419-62.4% | $8,065-60.7% | $6,689-52.6% |
| Admin fee / account holder | $237 | $15,035-98.4% | $12,993-98.2% | $13,390-98.2% |