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 | $60,632 | $180,749-66.5% | $160,784-62.3% | $137,256-55.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.25% | 2234.46%-2212.2pp | 1803.92%-1781.7pp | 220.34%-198.1pp |
| Employer contribution / active EE | $5,595 | $4,155+34.7% | $3,733+49.9% | $4,156+34.6% |
| Participant deferral / active EE | $11,223 | $6,844+64.0% | $6,293+78.3% | $6,407+75.2% |
| Admin fee / account holder | $240 | $10,397-97.7% | $9,717-97.5% | $12,270-98.0% |