Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $73,481 | $111,785-34.3% | $93,669-21.6% | $145,877-49.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 17.56% | 203.79%-186.2pp | 133.59%-116.0pp | 551.28%-533.7pp |
| Employer contribution / active EE | $12,466 | $3,096+302.6% | $2,424+414.4% | $4,663+167.3% |
| Participant deferral / active EE | $4,600 | $4,919-6.5% | $4,416+4.2% | $6,691-31.2% |
| Admin fee / account holder | $256 | $10,256-97.5% | $8,291-96.9% | $13,402-98.1% |