Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $70,892 | $139,948-49.3% | $121,663-41.7% | $154,746-54.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 20.98% | 230.52%-209.5pp | 147.54%-126.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $6,870 | $3,521+95.1% | $3,020+127.5% | $4,379+56.9% |
| Participant deferral / active EE | $15,505 | $5,629+175.5% | $4,887+217.3% | $6,730+130.4% |
| Admin fee / account holder | $46 | $17,321-99.7% | $14,289-99.7% | $14,365-99.7% |