Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,284 | $160,040-80.5% | $147,096-78.7% | $145,877-78.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 19.33% | 98.49%-79.2pp | 419.75%-400.4pp | 551.28%-532.0pp |
| Employer contribution / active EE | $2,422 | $5,289-54.2% | $4,936-50.9% | $4,663-48.1% |
| Participant deferral / active EE | $8,750 | $8,429+3.8% | $8,071+8.4% | $6,691+30.8% |
| Admin fee / account holder | $40 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |