Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,617 | $102,385-46.7% | $147,080-62.9% | $80,935-32.5% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 13.97% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $4,656 | $3,717+25.3% | $4,933-5.6% | $2,757+68.9% |
| Participant deferral / active EE | $6,767 | $6,651+1.8% | $8,066-16.1% | $4,299+57.4% |
| Admin fee / account holder | $235 | $7,951-97.0% | $12,989-98.2% | $6,924-96.6% |