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 | $25,913 | $129,737-80.0% | $119,126-78.2% | $154,746-83.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.16% | 379.08%-355.9pp | 282.11%-258.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $2,108 | $4,375-51.8% | $4,034-47.7% | $4,379-51.9% |
| Participant deferral / active EE | $2,283 | $5,842-60.9% | $5,318-57.1% | $6,730-66.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |