Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,435 | $111,814-62.9% | $93,654-55.8% | $145,959-71.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 12.11% | 203.30%-191.2pp | 133.34%-121.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,959 | $3,092-4.3% | $2,421+22.2% | $4,661-36.5% |
| Participant deferral / active EE | $9,029 | $4,914+83.7% | $4,413+104.6% | $6,689+35.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |