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 | $57,942 | $100,911-42.6% | $90,440-35.9% | $158,966-63.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.82% | 1726.62%-1707.8pp | 1294.38%-1275.6pp | 302.95%-284.1pp |
| Employer contribution / active EE | $6,925 | $3,690+87.7% | $3,263+112.2% | $4,762+45.4% |
| Participant deferral / active EE | $7,275 | $4,348+67.3% | $3,964+83.5% | $5,983+21.6% |
| Admin fee / account holder | $133 | $6,507-98.0% | $5,615-97.6% | $11,250-98.8% |