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 | $30,456 | $96,643-68.5% | $86,617-64.8% | $139,456-78.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.51% | 106.57%-91.1pp | 591.91%-576.4pp | 373.45%-357.9pp |
| Employer contribution / active EE | $4,669 | $3,264+43.0% | $3,023+54.4% | $4,753-1.8% |
| Participant deferral / active EE | $7,574 | $4,835+56.6% | $4,437+70.7% | $6,711+12.9% |
| Admin fee / account holder | $187 | $6,406-97.1% | $5,613-96.7% | $11,407-98.4% |