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 | $65,925 | $165,381-60.1% | $149,730-56.0% | $158,966-58.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.97% | 348.29%-331.3pp | 276.70%-259.7pp | 302.95%-286.0pp |
| Employer contribution / active EE | $3,914 | $5,104-23.3% | $4,645-15.7% | $4,762-17.8% |
| Participant deferral / active EE | $11,315 | $7,182+57.5% | $6,843+65.4% | $5,983+89.1% |
| Admin fee / account holder | $9 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |