Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,506 | $123,854-69.7% | $69,623-46.1% | $145,884-74.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 21.80% | 192.35%-170.5pp | 101.23%-79.4pp | 551.85%-530.0pp |
| Employer contribution / active EE | $3,135 | $2,673+17.3% | $1,709+83.4% | $4,662-32.8% |
| Participant deferral / active EE | $3,027 | $4,242-28.6% | $2,890+4.8% | $6,690-54.7% |
| Admin fee / account holder | $214 | $7,822-97.3% | $4,696-95.5% | $13,392-98.4% |