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 | $79,961 | $144,130-44.5% | $117,860-32.2% | $147,585-45.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.27% | 531.20%-517.9pp | 335.10%-321.8pp | 578.58%-565.3pp |
| Employer contribution / active EE | $3,430 | $4,897-30.0% | $3,786-9.4% | $4,876-29.7% |
| Participant deferral / active EE | $5,730 | $5,316+7.8% | $4,482+27.8% | $5,439+5.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |