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 | $91,401 | $121,677-24.9% | $104,625-12.6% | $158,966-42.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 22.46% | 465.58%-443.1pp | 340.60%-318.1pp | 302.95%-280.5pp |
| Employer contribution / active EE | $1,333 | $3,165-57.9% | $2,681-50.3% | $4,762-72.0% |
| Participant deferral / active EE | $3,275 | $4,175-21.6% | $3,738-12.4% | $5,983-45.3% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |