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 | $56,740 | $72,465-21.7% | $67,575-16.0% | $145,884-61.1% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 12.82% | 7222.56%-7209.7pp | 3528.98%-3516.2pp | 551.85%-539.0pp |
| Employer contribution / active EE | $5,191 | $3,074+68.9% | $2,736+89.8% | $4,662+11.3% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $165 | $5,515-97.0% | $3,993-95.9% | $13,392-98.8% |