Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,248 | $102,422-50.9% | $147,117-65.8% | $80,959-37.9% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 16.12% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $7,639 | $3,717+105.5% | $4,932+54.9% | $2,757+177.1% |
| Participant deferral / active EE | $7,536 | $6,652+13.3% | $8,065-6.5% | $4,300+75.3% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |