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 | $38,914 | $135,956-71.4% | $123,894-68.6% | $273,972-85.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 90.23% | 56.63%+33.6pp | 47.52%+42.7pp | 41.46%+48.8pp |
| Employer contribution / active EE | $13,000 | $5,170+151.5% | $4,617+181.6% | $4,869+167.0% |
| Participant deferral / active EE | $8,709 | $6,343+37.3% | $5,984+45.5% | $5,287+64.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |