Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,827 | $162,812-71.9% | $133,971-65.8% | $158,966-71.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.29% | 41.94%-28.7pp | 45.09%-31.8pp | 302.95%-289.7pp |
| Employer contribution / active EE | $14,547 | $4,976+192.4% | $3,919+271.2% | $4,762+205.5% |
| Participant deferral / active EE | $7,447 | $5,910+26.0% | $5,047+47.6% | $5,983+24.5% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |