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 | $32,508 | $160,040-79.7% | $147,096-77.9% | $145,877-77.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.60% | 98.49%-83.9pp | 419.75%-405.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,175 | $5,289-58.9% | $4,936-55.9% | $4,663-53.4% |
| Participant deferral / active EE | $6,611 | $8,429-21.6% | $8,071-18.1% | $6,691-1.2% |
| Admin fee / account holder | $122 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |