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 | $58,319 | $107,368-45.7% | $92,915-37.2% | $152,909-61.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.52% | 145.64%-124.1pp | 109.45%-87.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $4,895 | $4,222+15.9% | $3,653+34.0% | $4,764+2.7% |
| Participant deferral / active EE | $4,199 | $4,848-13.4% | $4,238-0.9% | $5,851-28.2% |
| Admin fee / account holder | $246 | $7,082-96.5% | $5,796-95.8% | $11,601-97.9% |