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 | $12,699 | $76,522-83.4% | $56,033-77.3% | $145,884-91.3% |
| Participation rate | 91.3% | 63.2%+28.1pp | 52.5%+38.8pp | 80.3%+11.0pp |
| Annual return | 16.60% | 3014.28%-2997.7pp | 1711.38%-1694.8pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,375 | $1,382-0.5% | $1,041+32.1% | $4,662-70.5% |
| Participant deferral / active EE | $2,597 | $2,624-1.0% | $1,954+32.9% | $6,690-61.2% |
| Admin fee / account holder | $158 | $3,328-95.3% | $2,827-94.4% | $13,392-98.8% |