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 | $61,662 | $68,398-9.8% | $94,664-34.9% | $75,173-18.0% |
| Participation rate | 89.6% | 76.1%+13.5pp | 80.8%+8.8pp | 67.2%+22.4pp |
| Annual return | 21.41% | 616.72%-595.3pp | 156.84%-135.4pp | 160.72%-139.3pp |
| Employer contribution / active EE | $2,561 | $2,701-5.2% | $3,673-30.3% | $2,671-4.1% |
| Participant deferral / active EE | $5,756 | $6,537-11.9% | $7,417-22.4% | $4,126+39.5% |
| Admin fee / account holder | $171 | $5,324-96.8% | $7,222-97.6% | $5,651-97.0% |