Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $64,046 | $72,071-11.1% | $68,368-6.3% | $137,256-53.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.61% | 353.14%-332.5pp | 292.57%-272.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,523 | $2,788+26.4% | $2,649+33.0% | $4,156-15.2% |
| Participant deferral / active EE | $10,379 | $4,410+135.4% | $4,123+151.8% | $6,407+62.0% |
| Admin fee / account holder | $19 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |