Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $73,112 | $109,967-33.5% | $97,197-24.8% | $145,877-49.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.48% | 244.27%-231.8pp | 75.47%-63.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $14,087 | $3,077+357.9% | $2,723+417.4% | $4,663+202.1% |
| Participant deferral / active EE | $6,522 | $4,676+39.5% | $4,263+53.0% | $6,691-2.5% |
| Admin fee / account holder | $268 | $6,199-95.7% | $5,637-95.3% | $13,402-98.0% |