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 | $50,908 | $76,634-33.6% | $56,054-9.2% | $145,978-65.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.08% | 3004.33%-2994.2pp | 1705.95%-1695.9pp | 550.52%-540.4pp |
| Employer contribution / active EE | $833 | $1,380-39.6% | $1,039-19.8% | $4,662-82.1% |
| Participant deferral / active EE | $2,700 | $2,622+3.0% | $1,952+38.3% | $6,690-59.6% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |