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 | $102,670 | $176,105-41.7% | $159,474-35.6% | $167,536-38.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 83.89% | 331.91%-248.0pp | 263.68%-179.8pp | 478.82%-394.9pp |
| Employer contribution / active EE | $1,882 | $5,299-64.5% | $4,831-61.0% | $4,839-61.1% |
| Participant deferral / active EE | $4,665 | $7,751-39.8% | $7,353-36.6% | $6,342-26.4% |
| Admin fee / account holder | $196 | $12,559-98.4% | $10,802-98.2% | $12,315-98.4% |