Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $71,381 | $102,663-30.5% | $86,216-17.2% | $139,466-48.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 26.99% | 1924.52%-1897.5pp | 1169.42%-1142.4pp | 373.66%-346.7pp |
| Employer contribution / active EE | $2,025 | $3,035-33.3% | $2,382-15.0% | $4,754-57.4% |
| Participant deferral / active EE | $13,489 | $4,677+188.4% | $3,986+238.4% | $6,712+101.0% |
| Admin fee / account holder | $236 | $8,663-97.3% | $6,853-96.6% | $11,409-97.9% |