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 | $223,725 | $117,829+89.9% | $102,423+118.4% | $145,877+53.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.61% | 31.83%-16.2pp | 29.42%-13.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,844 | $3,615-21.3% | $3,023-5.9% | $4,663-39.0% |
| Participant deferral / active EE | $11,810 | $5,732+106.0% | $5,054+133.7% | $6,691+76.5% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |