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 | $61,530 | $138,072-55.4% | $123,549-50.2% | $135,382-54.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.62% | 153.69%-145.1pp | 119.20%-110.6pp | 519.77%-511.1pp |
| Employer contribution / active EE | $1,981 | $5,152-61.6% | $4,628-57.2% | $4,779-58.6% |
| Participant deferral / active EE | $5,659 | $6,799-16.8% | $6,426-11.9% | $5,609+0.9% |
| Admin fee / account holder | $39 | $10,917-99.6% | $9,284-99.6% | $10,829-99.6% |