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 | $65,544 | $112,121-41.5% | $95,960-31.7% | $158,966-58.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 11.71% | 171.16%-159.4pp | 91.63%-79.9pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,002 | $3,199-68.7% | $2,541-60.6% | $4,762-79.0% |
| Participant deferral / active EE | $5,598 | $4,784+17.0% | $4,167+34.4% | $5,983-6.4% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |