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 | $112,292 | $112,915-0.6% | $90,965+23.4% | $158,950-29.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.39% | 215.75%-208.4pp | 134.57%-127.2pp | 302.91%-295.5pp |
| Employer contribution / active EE | $8,562 | $2,894+195.9% | $2,122+303.4% | $4,762+79.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $28 | $8,044-99.7% | $5,960-99.5% | $11,248-99.8% |