Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $47,682 | $100,073-52.4% | $85,126-44.0% | $145,877-67.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 84.11%-70.6pp | 66.63%-53.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $6,010 | $3,236+85.7% | $2,731+120.1% | $4,663+28.9% |
| Participant deferral / active EE | $6,830 | $5,294+29.0% | $4,523+51.0% | $6,691+2.1% |
| Admin fee / account holder | $220 | $7,261-97.0% | $6,160-96.4% | $13,402-98.4% |