Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,834 | $166,242-76.0% | $165,071-75.9% | $145,884-72.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.91% | 100.44%-88.5pp | 70.17%-58.3pp | 551.85%-539.9pp |
| Employer contribution / active EE | $14,416 | $5,283+172.9% | $4,347+231.6% | $4,662+209.2% |
| Participant deferral / active EE | $4,600 | $6,964-33.9% | $6,035-23.8% | $6,690-31.2% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |