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 | $82,297 | $160,028-48.6% | $147,080-44.0% | $145,884-43.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.44% | 98.60%-82.2pp | 420.17%-403.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,828 | $5,286-46.5% | $4,933-42.7% | $4,662-39.3% |
| Participant deferral / active EE | $6,833 | $8,422-18.9% | $8,066-15.3% | $6,690+2.1% |
| Admin fee / account holder | $279 | $15,030-98.1% | $12,989-97.9% | $13,392-97.9% |