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 | $51,608 | $107,363-51.9% | $92,909-44.5% | $152,897-66.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.28% | 145.63%-125.3pp | 109.44%-89.2pp | 345.43%-325.1pp |
| Employer contribution / active EE | $3,532 | $4,222-16.3% | $3,653-3.3% | $4,764-25.9% |
| Participant deferral / active EE | $3,511 | $4,848-27.6% | $4,238-17.2% | $5,851-40.0% |
| Admin fee / account holder | $124 | $7,082-98.3% | $5,795-97.9% | $11,599-98.9% |