Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,658 | $171,492-61.7% | $150,734-56.4% | $198,609-66.9% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 13.23% | 804.70%-791.5pp | 600.81%-587.6pp | 202.70%-189.5pp |
| Employer contribution / active EE | $20,715 | $5,470+278.7% | $4,918+321.2% | $5,055+309.8% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $95 | $17,628-99.5% | $14,905-99.4% | $19,030-99.5% |