Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $80,159 | $106,008-24.4% | $92,240-13.1% | $147,586-45.7% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 21.70% | 50.05%-28.3pp | 176.29%-154.6pp | 578.59%-556.9pp |
| Employer contribution / active EE | $11,741 | $4,333+171.0% | $3,680+219.1% | $4,876+140.8% |
| Participant deferral / active EE | $3,793 | $4,478-15.3% | $3,897-2.7% | $5,439-30.3% |
| Admin fee / account holder | $260 | $6,333-95.9% | $5,194-95.0% | $10,886-97.6% |