Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,801 | $112,121-39.5% | $95,960-29.3% | $158,966-57.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.19% | 171.16%-157.0pp | 91.63%-77.4pp | 302.95%-288.8pp |
| Employer contribution / active EE | $4,830 | $3,199+51.0% | $2,541+90.0% | $4,762+1.4% |
| Participant deferral / active EE | $12,950 | $4,784+170.7% | $4,167+210.8% | $5,983+116.4% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |