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 | $81,986 | $77,419+5.9% | $69,461+18.0% | $152,885-46.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.64% | 39.07%-17.4pp | 28.97%-7.3pp | 345.39%-323.7pp |
| Employer contribution / active EE | $2,231 | $3,315-32.7% | $2,779-19.7% | $4,763-53.2% |
| Participant deferral / active EE | $6,500 | $4,414+47.3% | $3,536+83.8% | $5,851+11.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |