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 | $34,724 | $160,070-78.3% | $147,117-76.4% | $145,897-76.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,897 | $5,285-26.3% | $4,932-21.0% | $4,663-16.4% |
| Participant deferral / active EE | $8,392 | $8,419-0.3% | $8,065+4.1% | $6,689+25.5% |
| Admin fee / account holder | $139 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |