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 | $55,910 | $99,079-43.6% | $78,002-28.3% | $273,972-79.6% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.5%+15.0pp | 83.0%+7.5pp |
| Annual return | 10.77% | 217.93%-207.2pp | 425.99%-415.2pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,904 | $3,308-12.2% | $2,470+17.6% | $4,869-40.4% |
| Participant deferral / active EE | $6,316 | $4,306+46.7% | $3,497+80.6% | $5,287+19.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |