Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,039 | $157,304-77.1% | $141,197-74.5% | $152,909-76.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.77% | 64.34%-41.6pp | 71.41%-48.6pp | 345.46%-322.7pp |
| Employer contribution / active EE | $10,872 | $5,263+106.6% | $4,736+129.6% | $4,764+128.2% |
| Participant deferral / active EE | $10,703 | $7,111+50.5% | $6,710+59.5% | $5,851+82.9% |
| Admin fee / account holder | $126 | $12,126-99.0% | $10,265-98.8% | $11,601-98.9% |