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 | $27,374 | $149,040-81.6% | $120,225-77.2% | $137,256-80.1% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 20.58% | 605.68%-585.1pp | 439.23%-418.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,300 | $4,350-70.1% | $3,475-62.6% | $4,156-68.7% |
| Participant deferral / active EE | $4,112 | $4,655-11.7% | $3,999+2.8% | $6,407-35.8% |
| Admin fee / account holder | $54 | $6,348-99.1% | $5,696-99.1% | $12,270-99.6% |