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 | $62,367 | $98,240-36.5% | $82,312-24.2% | $147,586-57.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.67% | 30.85%-14.2pp | 25.88%-9.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $13,469 | $3,192+322.0% | $2,428+454.6% | $4,876+176.2% |
| Participant deferral / active EE | $9,945 | $4,383+126.9% | $3,706+168.3% | $5,439+82.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |