Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $160,040-83.7% | $147,096-82.3% | $145,877-82.1% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 63.09% | 98.49%-35.4pp | 419.75%-356.7pp | 551.28%-488.2pp |
| Employer contribution / active EE | $1,111 | $5,289-79.0% | $4,936-77.5% | $4,663-76.2% |
| Participant deferral / active EE | $3,168 | $8,429-62.4% | $8,071-60.7% | $6,691-52.6% |
| Admin fee / account holder | $237 | $15,050-98.4% | $13,005-98.2% | $13,402-98.2% |