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 | $36,744 | $111,787-67.1% | $93,681-60.8% | $145,978-74.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 29.17% | 203.52%-174.3pp | 133.47%-104.3pp | 550.52%-521.3pp |
| Employer contribution / active EE | $2,375 | $3,093-23.2% | $2,422-1.9% | $4,662-49.1% |
| Participant deferral / active EE | $16,306 | $4,918+231.6% | $4,415+269.3% | $6,690+143.8% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |