Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,146 | $110,039-57.2% | $97,260-51.5% | $145,884-67.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 49.42% | 244.44%-195.0pp | 75.54%-26.1pp | 551.85%-502.4pp |
| Employer contribution / active EE | $4,038 | $3,074+31.4% | $2,721+48.4% | $4,662-13.4% |
| Participant deferral / active EE | $9,477 | $4,674+102.8% | $4,262+122.4% | $6,690+41.7% |
| Admin fee / account holder | $21 | $6,204-99.7% | $5,640-99.6% | $13,392-99.8% |