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 | $68,581 | $111,830-38.7% | $93,696-26.8% | $145,884-53.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.09% | 204.08%-192.0pp | 133.74%-121.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $3,292 | $3,093+6.4% | $2,422+35.9% | $4,662-29.4% |
| Participant deferral / active EE | $13,003 | $4,920+164.3% | $4,417+194.4% | $6,690+94.4% |
| Admin fee / account holder | $245 | $10,249-97.6% | $8,287-97.0% | $13,392-98.2% |