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 | $31,346 | $160,040-80.4% | $147,096-78.7% | $145,877-78.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.25% | 98.49%-82.2pp | 419.75%-403.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $5,498 | $5,289+3.9% | $4,936+11.4% | $4,663+17.9% |
| Participant deferral / active EE | $6,209 | $8,429-26.3% | $8,071-23.1% | $6,691-7.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |