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 | $54,101 | $160,040-66.2% | $147,096-63.2% | $145,877-62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,288 | $5,289-37.8% | $4,936-33.4% | $4,663-29.5% |
| Participant deferral / active EE | $8,424 | $8,429-0.1% | $8,071+4.4% | $6,691+25.9% |
| Admin fee / account holder | $263 | $15,050-98.3% | $13,005-98.0% | $13,402-98.0% |