Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $54,289 | $72,071-24.7% | $68,368-20.6% | $137,256-60.4% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 25.85% | 353.14%-327.3pp | 292.57%-266.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $6,908 | $2,788+147.8% | $2,649+160.8% | $4,156+66.2% |
| Participant deferral / active EE | $9,927 | $4,410+125.1% | $4,123+140.8% | $6,407+54.9% |
| Admin fee / account holder | $286 | $5,336-94.6% | $5,150-94.4% | $12,270-97.7% |