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 | $59,115 | $104,924-43.7% | $84,623-30.1% | $152,885-61.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.47% | 373.82%-348.3pp | 258.77%-233.3pp | 345.39%-319.9pp |
| Employer contribution / active EE | $7,865 | $3,302+138.2% | $2,652+196.5% | $4,763+65.1% |
| Participant deferral / active EE | $3,667 | $4,689-21.8% | $3,899-6.0% | $5,851-37.3% |
| Admin fee / account holder | $42 | $6,242-99.3% | $4,913-99.2% | $11,598-99.6% |