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 | $81,965 | $160,070-48.8% | $147,117-44.3% | $145,897-43.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.92% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,745 | $5,285-29.1% | $4,932-24.1% | $4,663-19.7% |
| Participant deferral / active EE | $11,237 | $8,419+33.5% | $8,065+39.3% | $6,689+68.0% |
| Admin fee / account holder | $77 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |