Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $52,312 | $72,177-27.5% | $115,038-54.5% | $59,633-12.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 63.23% | 12.02%+51.2pp | 26.14%+37.1pp | 2041.45%-1978.2pp |
| Employer contribution / active EE | $6,494 | $2,841+128.6% | $4,608+40.9% | $2,203+194.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $250 | $4,927-94.9% | $8,175-96.9% | $4,297-94.2% |