Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,338 | $100,139-60.7% | $85,187-53.8% | $145,884-73.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.46% | 84.15%-69.7pp | 66.67%-52.2pp | 551.85%-537.4pp |
| Employer contribution / active EE | $5,214 | $3,238+61.0% | $2,732+90.8% | $4,662+11.8% |
| Participant deferral / active EE | $2,981 | $5,296-43.7% | $4,525-34.1% | $6,690-55.4% |
| Admin fee / account holder | $54 | $7,262-99.3% | $6,162-99.1% | $13,392-99.6% |