Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,463 | $150,435-57.1% | $120,580-46.5% | $145,897-55.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 15.24% | 154.60%-139.4pp | 107.48%-92.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $8,276 | $4,352+90.2% | $3,469+138.6% | $4,663+77.5% |
| Participant deferral / active EE | $12,571 | $6,174+103.6% | $4,995+151.6% | $6,689+87.9% |
| Admin fee / account holder | $233 | $12,182-98.1% | $9,418-97.5% | $13,390-98.3% |