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 | $69,238 | $100,911-31.4% | $90,440-23.4% | $158,966-56.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.13% | 1726.62%-1716.5pp | 1294.38%-1284.2pp | 302.95%-292.8pp |
| Employer contribution / active EE | $4,231 | $3,690+14.7% | $3,263+29.7% | $4,762-11.2% |
| Participant deferral / active EE | $4,236 | $4,348-2.6% | $3,964+6.9% | $5,983-29.2% |
| Admin fee / account holder | $63 | $6,507-99.0% | $5,615-98.9% | $11,250-99.4% |