Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $46,286 | $88,754-47.8% | $81,820-43.4% | $145,877-68.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.13% | 1031.77%-1008.6pp | 777.93%-754.8pp | 551.28%-528.2pp |
| Employer contribution / active EE | $6,182 | $3,085+100.4% | $2,915+112.1% | $4,663+32.6% |
| Participant deferral / active EE | $9,275 | $4,648+99.6% | $4,323+114.6% | $6,691+38.6% |
| Admin fee / account holder | $61 | $8,424-99.3% | $7,391-99.2% | $13,402-99.5% |