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 | $36,807 | $114,130-67.7% | $96,192-61.7% | $167,553-78.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 23.83% | 190.07%-166.2pp | 192.09%-168.3pp | 478.89%-455.1pp |
| Employer contribution / active EE | $2,493 | $3,431-27.3% | $2,799-10.9% | $4,840-48.5% |
| Participant deferral / active EE | $5,493 | $5,198+5.7% | $4,351+26.3% | $6,343-13.4% |
| Admin fee / account holder | $18 | $6,901-99.7% | $5,539-99.7% | $12,316-99.9% |