Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,156 | $112,121-57.0% | $95,960-49.8% | $158,966-69.7% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 20.02% | 171.16%-151.1pp | 91.63%-71.6pp | 302.95%-282.9pp |
| Employer contribution / active EE | $3,960 | $3,199+23.8% | $2,541+55.8% | $4,762-16.9% |
| Participant deferral / active EE | $8,260 | $4,784+72.7% | $4,167+98.2% | $5,983+38.1% |
| Admin fee / account holder | $18 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |