Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,689 | $96,643-50.7% | $86,617-44.9% | $139,456-65.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.78% | 106.57%-87.8pp | 591.91%-573.1pp | 373.45%-354.7pp |
| Employer contribution / active EE | $1,558 | $3,264-52.3% | $3,023-48.5% | $4,753-67.2% |
| Participant deferral / active EE | $5,356 | $4,835+10.8% | $4,437+20.7% | $6,711-20.2% |
| Admin fee / account holder | $106 | $6,406-98.3% | $5,613-98.1% | $11,407-99.1% |