Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,988 | $217,427-81.1% | $185,837-77.9% | $167,518-75.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.94% | 148.39%-129.5pp | 122.08%-103.1pp | 478.71%-459.8pp |
| Employer contribution / active EE | $8,583 | $5,874+46.1% | $5,168+66.1% | $4,838+77.4% |
| Participant deferral / active EE | $4,258 | $6,357-33.0% | $5,568-23.5% | $6,342-32.9% |
| Admin fee / account holder | $15 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |