Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $83,675 | $183,592-54.4% | $155,567-46.2% | $145,959-42.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 21.98% | 61.24%-39.3pp | 64.74%-42.8pp | 561.95%-540.0pp |
| Employer contribution / active EE | $9,248 | $5,315+74.0% | $4,674+97.9% | $4,661+98.4% |
| Participant deferral / active EE | $7,876 | $6,464+21.8% | $5,628+39.9% | $6,689+17.8% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |