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 | $61,065 | $100,895-39.5% | $90,430-32.5% | $158,950-61.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.78% | 1725.54%-1703.8pp | 1293.73%-1271.9pp | 302.91%-281.1pp |
| Employer contribution / active EE | $3,304 | $3,689-10.4% | $3,262+1.3% | $4,762-30.6% |
| Participant deferral / active EE | $9,577 | $4,347+120.3% | $3,963+141.7% | $5,983+60.1% |
| Admin fee / account holder | $66 | $6,505-99.0% | $5,613-98.8% | $11,248-99.4% |