Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,541 | $160,070-64.1% | $147,117-60.9% | $145,897-60.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 19.94% | 98.69%-78.7pp | 420.54%-400.6pp | 552.29%-532.3pp |
| Employer contribution / active EE | $2,711 | $5,285-48.7% | $4,932-45.0% | $4,663-41.8% |
| Participant deferral / active EE | $6,921 | $8,419-17.8% | $8,065-14.2% | $6,689+3.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |