Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $58,610 | $166,268-64.7% | $165,100-64.5% | $145,897-59.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 17.35% | 100.52%-83.2pp | 70.21%-52.9pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,201 | $5,284-58.3% | $4,348-49.4% | $4,663-52.8% |
| Participant deferral / active EE | $5,679 | $6,964-18.5% | $6,035-5.9% | $6,689-15.1% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |