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 | $52,537 | $88,702-40.8% | $81,780-35.8% | $145,978-64.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 10.56% | 1029.12%-1018.6pp | 776.27%-765.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $4,753 | $3,084+54.1% | $2,914+63.1% | $4,662+2.0% |
| Participant deferral / active EE | $3,696 | $4,645-20.4% | $4,321-14.5% | $6,690-44.7% |
| Admin fee / account holder | $145 | $8,414-98.3% | $7,384-98.0% | $13,400-98.9% |