Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,776 | $165,399-77.8% | $149,745-75.4% | $158,982-76.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.33% | 348.34%-323.0pp | 276.72%-251.4pp | 302.99%-277.7pp |
| Employer contribution / active EE | $9,858 | $5,105+93.1% | $4,646+112.2% | $4,763+107.0% |
| Participant deferral / active EE | $10,153 | $7,183+41.3% | $6,843+48.4% | $5,983+69.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |