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 | $30,623 | $96,678-68.3% | $86,640-64.7% | $139,466-78.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.50% | 106.69%-79.2pp | 592.52%-565.0pp | 373.66%-346.2pp |
| Employer contribution / active EE | $1,304 | $3,265-60.1% | $3,024-56.9% | $4,754-72.6% |
| Participant deferral / active EE | $6,054 | $4,837+25.2% | $4,438+36.4% | $6,712-9.8% |
| Admin fee / account holder | $67 | $6,410-99.0% | $5,616-98.8% | $11,409-99.4% |