Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,773 | $103,008-43.9% | $90,304-36.0% | $152,897-62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 33.75% | 95.22%-61.5pp | 78.13%-44.4pp | 345.43%-311.7pp |
| Employer contribution / active EE | $5,375 | $3,139+71.2% | $2,855+88.3% | $4,764+12.8% |
| Participant deferral / active EE | $13,752 | $4,281+221.2% | $3,885+254.0% | $5,851+135.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |