Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,710 | $217,432-56.4% | $185,849-49.0% | $167,536-43.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.95% | 148.42%-134.5pp | 122.10%-108.1pp | 478.82%-464.9pp |
| Employer contribution / active EE | $9,358 | $5,875+59.3% | $5,169+81.1% | $4,839+93.4% |
| Participant deferral / active EE | $18,294 | $6,357+187.8% | $5,569+228.5% | $6,342+188.4% |
| Admin fee / account holder | $5 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |