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 | $86,435 | $105,145-17.8% | $94,664-8.7% | $139,466-38.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.95% | 38.09%-19.1pp | 156.84%-137.9pp | 373.66%-354.7pp |
| Employer contribution / active EE | $5,600 | $4,107+36.3% | $3,673+52.5% | $4,754+17.8% |
| Participant deferral / active EE | $15,100 | $7,599+98.7% | $7,417+103.6% | $6,712+125.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |