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 | $52,508 | $108,695-51.7% | $74,722-29.7% | $152,897-65.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 18.42% | 114.11%-95.7pp | 753.11%-734.7pp | 345.43%-327.0pp |
| Employer contribution / active EE | $12,403 | $1,504+724.5% | $1,084+1043.9% | $4,764+160.4% |
| Participant deferral / active EE | $9,857 | $2,712+263.5% | $1,963+402.1% | $5,851+68.5% |
| Admin fee / account holder | $35 | $4,906-99.3% | $3,335-98.9% | $11,599-99.7% |