Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $77,266 | $106,005-27.1% | $92,239-16.2% | $147,585-47.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 16.87% | 50.05%-33.2pp | 176.29%-159.4pp | 578.58%-561.7pp |
| Employer contribution / active EE | $1,877 | $4,333-56.7% | $3,680-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $6,880 | $4,478+53.6% | $3,897+76.5% | $5,439+26.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |