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 | $42,116 | $160,070-73.7% | $147,117-71.4% | $145,897-71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.08% | 98.69%-87.6pp | 420.54%-409.5pp | 552.29%-541.2pp |
| Employer contribution / active EE | $6,392 | $5,285+20.9% | $4,932+29.6% | $4,663+37.1% |
| Participant deferral / active EE | $6,888 | $8,419-18.2% | $8,065-14.6% | $6,689+3.0% |
| Admin fee / account holder | $273 | $15,035-98.2% | $12,993-97.9% | $13,390-98.0% |