Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,614 | $197,603-78.9% | $177,827-76.6% | $158,950-73.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 50.49% | 58.76%-8.3pp | 48.32%+2.2pp | 302.91%-252.4pp |
| Employer contribution / active EE | $6,849 | $6,698+2.3% | $5,918+15.7% | $4,762+43.8% |
| Participant deferral / active EE | $13,814 | $8,404+64.4% | $7,713+79.1% | $5,983+130.9% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |