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 | $55,397 | $73,518-24.6% | $63,003-12.1% | $147,585-62.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.85% | 175.46%-154.6pp | 87.59%-66.7pp | 578.56%-557.7pp |
| Employer contribution / active EE | $3,591 | $3,322+8.1% | $2,760+30.1% | $4,876-26.4% |
| Participant deferral / active EE | $7,832 | $4,183+87.2% | $3,329+135.2% | $5,439+44.0% |
| Admin fee / account holder | $20 | $5,952-99.7% | $3,600-99.4% | $10,885-99.8% |