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 | $39,277 | $166,242-76.4% | $165,071-76.2% | $145,884-73.1% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 18.65% | 100.44%-81.8pp | 70.17%-51.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $9,554 | $5,283+80.8% | $4,347+119.8% | $4,662+104.9% |
| Participant deferral / active EE | $8,498 | $6,964+22.0% | $6,035+40.8% | $6,690+27.0% |
| Admin fee / account holder | $205 | $16,658-98.8% | $12,695-98.4% | $13,392-98.5% |