Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $150,336 | $100,811+49.1% | $86,698+73.4% | $134,545+11.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.71% | 29.11%-46.8pp | 35.96%-53.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $21,889 | $3,490+527.2% | $2,837+671.6% | $4,742+361.6% |
| Participant deferral / active EE | $18,867 | $5,339+253.3% | $4,656+305.2% | $6,401+194.7% |
| Admin fee / account holder | $15 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |