Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,119 | $185,312-65.4% | $161,489-60.3% | $154,746-58.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.81% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $9,526 | $4,769+99.7% | $4,268+123.2% | $4,379+117.5% |
| Participant deferral / active EE | $8,614 | $6,350+35.7% | $5,630+53.0% | $6,730+28.0% |
| Admin fee / account holder | $17 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |