Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,749 | $169,336-70.0% | $129,384-60.8% | $145,884-65.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.13% | 14408.70%-14390.6pp | 9461.77%-9443.6pp | 551.85%-533.7pp |
| Employer contribution / active EE | $7,883 | $5,540+42.3% | $4,153+89.8% | $4,662+69.1% |
| Participant deferral / active EE | $9,146 | $4,985+83.5% | $4,166+119.6% | $6,690+36.7% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |