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 | $123,133 | $217,432-43.4% | $185,849-33.7% | $167,536-26.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.95% | 148.42%-136.5pp | 122.10%-110.2pp | 478.82%-466.9pp |
| Employer contribution / active EE | $3,318 | $5,875-43.5% | $5,169-35.8% | $4,839-31.4% |
| Participant deferral / active EE | $7,129 | $6,357+12.1% | $5,569+28.0% | $6,342+12.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |