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 | $75,759 | $165,399-54.2% | $149,745-49.4% | $158,982-52.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.89% | 348.34%-318.4pp | 276.72%-246.8pp | 302.99%-273.1pp |
| Employer contribution / active EE | $18,121 | $5,105+255.0% | $4,646+290.1% | $4,763+280.5% |
| Participant deferral / active EE | $20,493 | $7,183+185.3% | $6,843+199.5% | $5,983+242.5% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |