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 | $55,908 | $165,361-66.2% | $149,715-62.7% | $158,950-64.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.38% | 348.24%-308.9pp | 276.66%-237.3pp | 302.91%-263.5pp |
| Employer contribution / active EE | $11,949 | $5,103+134.1% | $4,645+157.3% | $4,762+150.9% |
| Participant deferral / active EE | $12,897 | $7,182+79.6% | $6,842+88.5% | $5,983+115.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |