Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,185 | $97,732-49.7% | $83,831-41.3% | $135,380-63.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.19% | 1287.56%-1277.4pp | 850.99%-840.8pp | 519.81%-509.6pp |
| Employer contribution / active EE | $2,444 | $4,222-42.1% | $3,631-32.7% | $4,779-48.8% |
| Participant deferral / active EE | $2,277 | $4,683-51.4% | $4,082-44.2% | $5,609-59.4% |
| Admin fee / account holder | $70 | $6,675-98.9% | $5,479-98.7% | $10,828-99.3% |