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 | $56,842 | $160,070-64.5% | $147,117-61.4% | $145,897-61.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 14.89% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $5,153 | $5,285-2.5% | $4,932+4.5% | $4,663+10.5% |
| Participant deferral / active EE | $10,031 | $8,419+19.1% | $8,065+24.4% | $6,689+50.0% |
| Admin fee / account holder | $85 | $15,035-99.4% | $12,993-99.3% | $13,390-99.4% |