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 | $68,911 | $106,001-35.0% | $92,235-25.3% | $147,585-53.3% |
| Participation rate | 86.4% | 80.4%+6.0pp | 76.5%+9.9pp | 82.8%+3.5pp |
| Annual return | 18.90% | 50.05%-31.1pp | 176.28%-157.4pp | 578.56%-559.7pp |
| Employer contribution / active EE | $10,233 | $4,333+136.2% | $3,679+178.1% | $4,876+109.8% |
| Participant deferral / active EE | $6,253 | $4,478+39.6% | $3,897+60.5% | $5,439+15.0% |
| Admin fee / account holder | $217 | $6,332-96.6% | $5,194-95.8% | $10,885-98.0% |