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 | $26,046 | $111,878-76.7% | $93,727-72.2% | $145,897-82.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.98% | 204.28%-194.3pp | 133.83%-123.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $6,888 | $3,092+122.8% | $2,421+184.5% | $4,663+47.7% |
| Participant deferral / active EE | $3,813 | $4,920-22.5% | $4,417-13.7% | $6,689-43.0% |
| Admin fee / account holder | $85 | $10,256-99.2% | $8,292-99.0% | $13,390-99.4% |