Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,339 | $183,539-70.4% | $155,556-65.1% | $145,897-62.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $11,023 | $5,315+107.4% | $4,675+135.8% | $4,663+136.4% |
| Participant deferral / active EE | $9,852 | $6,467+52.3% | $5,631+75.0% | $6,689+47.3% |
| Admin fee / account holder | $222 | $19,275-98.9% | $15,885-98.6% | $13,390-98.3% |