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 | $72,263 | $100,203-27.9% | $85,240-15.2% | $145,897-50.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.75% | 84.28%-74.5pp | 66.75%-57.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $3,100 | $3,242-4.4% | $2,735+13.3% | $4,663-33.5% |
| Participant deferral / active EE | $15,500 | $5,299+192.5% | $4,527+242.4% | $6,689+131.7% |
| Admin fee / account holder | $63 | $7,265-99.1% | $6,165-99.0% | $13,390-99.5% |