Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $99,123 | $77,416+28.0% | $69,464+42.7% | $152,897-35.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.49% | 39.08%-23.6pp | 28.98%-13.5pp | 345.43%-329.9pp |
| Employer contribution / active EE | $14,723 | $3,315+344.2% | $2,779+429.7% | $4,764+209.1% |
| Participant deferral / active EE | $1,387 | $4,413-68.6% | $3,536-60.8% | $5,851-76.3% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |