Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,362 | $166,242-78.7% | $165,071-78.6% | $145,884-75.8% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 11.66% | 100.44%-88.8pp | 70.17%-58.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,677 | $5,283-49.3% | $4,347-38.4% | $4,662-42.6% |
| Participant deferral / active EE | $5,705 | $6,964-18.1% | $6,035-5.5% | $6,690-14.7% |
| Admin fee / account holder | $37 | $16,658-99.8% | $12,695-99.7% | $13,392-99.7% |