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 | $89,732 | $157,276-42.9% | $141,177-36.4% | $152,885-41.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.55% | 64.33%-41.8pp | 71.40%-48.8pp | 345.39%-322.8pp |
| Employer contribution / active EE | $12,598 | $5,262+139.4% | $4,736+166.0% | $4,763+164.5% |
| Participant deferral / active EE | $12,832 | $7,110+80.5% | $6,710+91.2% | $5,851+119.3% |
| Admin fee / account holder | $109 | $12,123-99.1% | $10,263-98.9% | $11,598-99.1% |