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 | $79,067 | $134,817-41.4% | $123,973-36.2% | $155,188-49.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.28% | 515.49%-496.2pp | 388.13%-368.8pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,935 | $4,425-56.3% | $4,126-53.1% | $4,248-54.5% |
| Participant deferral / active EE | $2,779 | $5,706-51.3% | $5,247-47.0% | $6,531-57.5% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |