Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $30,550 | $112,099-72.7% | $95,954-68.2% | $158,931-80.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.73% | 171.12%-161.4pp | 91.62%-81.9pp | 302.86%-293.1pp |
| Employer contribution / active EE | $7,717 | $3,198+141.3% | $2,541+203.7% | $4,761+62.1% |
| Participant deferral / active EE | $5,223 | $4,784+9.2% | $4,167+25.3% | $5,982-12.7% |
| Admin fee / account holder | $56 | $10,132-99.5% | $6,796-99.2% | $11,247-99.5% |