Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55,788 | $150,346-62.9% | $120,524-53.7% | $145,877-61.8% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 24.06% | 154.40%-130.3pp | 107.36%-83.3pp | 551.28%-527.2pp |
| Employer contribution / active EE | $2,538 | $4,353-41.7% | $3,469-26.8% | $4,663-45.6% |
| Participant deferral / active EE | $6,490 | $6,172+5.2% | $4,994+30.0% | $6,691-3.0% |
| Admin fee / account holder | $256 | $12,215-97.9% | $9,440-97.3% | $13,402-98.1% |