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 | $72,026 | $166,242-56.7% | $165,071-56.4% | $145,884-50.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.43% | 100.44%-79.0pp | 70.17%-48.7pp | 551.85%-530.4pp |
| Employer contribution / active EE | $3,013 | $5,283-43.0% | $4,347-30.7% | $4,662-35.4% |
| Participant deferral / active EE | $12,619 | $6,964+81.2% | $6,035+109.1% | $6,690+88.6% |
| Admin fee / account holder | $11 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |