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 | $51,900 | $138,075-62.4% | $123,552-58.0% | $135,379-61.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.19% | 153.70%-146.5pp | 119.20%-112.0pp | 519.79%-512.6pp |
| Employer contribution / active EE | $5,841 | $5,152+13.4% | $4,628+26.2% | $4,779+22.2% |
| Participant deferral / active EE | $7,265 | $6,800+6.8% | $6,426+13.1% | $5,609+29.5% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |