Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,577 | $149,040-66.7% | $120,225-58.8% | $137,256-63.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.55% | 605.68%-590.1pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,867 | $4,350-34.1% | $3,475-17.5% | $4,156-31.0% |
| Participant deferral / active EE | $9,089 | $4,655+95.3% | $3,999+127.3% | $6,407+41.9% |
| Admin fee / account holder | $226 | $6,348-96.4% | $5,696-96.0% | $12,270-98.2% |