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 | $55,428 | $162,821-66.0% | $133,978-58.6% | $158,982-65.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 41.35% | 41.95%-0.6pp | 45.10%-3.7pp | 302.99%-261.6pp |
| Employer contribution / active EE | $14,445 | $4,976+190.3% | $3,919+268.6% | $4,763+203.3% |
| Participant deferral / active EE | $9,500 | $5,910+60.7% | $5,047+88.2% | $5,983+58.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |