Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $74,115 | $125,237-40.8% | $105,608-29.8% | $145,877-49.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.33% | 225.76%-211.4pp | 116.50%-102.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,582 | $3,720-3.7% | $3,167+13.1% | $4,663-23.2% |
| Participant deferral / active EE | $17,975 | $5,711+214.8% | $5,010+258.8% | $6,691+168.7% |
| Admin fee / account holder | $30 | $17,287-99.8% | $11,028-99.7% | $13,402-99.8% |