Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,564 | $125,237-14.9% | $105,608+0.9% | $145,877-26.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 17.00% | 225.76%-208.8pp | 116.50%-99.5pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,149 | $3,720-42.2% | $3,167-32.1% | $4,663-53.9% |
| Participant deferral / active EE | $11,109 | $5,711+94.5% | $5,010+121.7% | $6,691+66.0% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |