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 | $31,482 | $160,028-80.3% | $147,080-78.6% | $145,884-78.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.21% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.6pp |
| Employer contribution / active EE | $8,286 | $5,286+56.8% | $4,933+68.0% | $4,662+77.7% |
| Participant deferral / active EE | $4,732 | $8,422-43.8% | $8,066-41.3% | $6,690-29.3% |
| Admin fee / account holder | $112 | $15,030-99.3% | $12,989-99.1% | $13,392-99.2% |