Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,850 | $183,539-56.5% | $155,556-48.7% | $145,897-45.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.78% | 61.31%-41.5pp | 64.84%-45.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $2,818 | $5,315-47.0% | $4,675-39.7% | $4,663-39.6% |
| Participant deferral / active EE | $9,619 | $6,467+48.7% | $5,631+70.8% | $6,689+43.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |