Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $100,546 | $183,516-45.2% | $155,534-35.4% | $145,884-31.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 39.93% | 61.43%-21.5pp | 64.92%-25.0pp | 551.85%-511.9pp |
| Employer contribution / active EE | $4,541 | $5,315-14.5% | $4,675-2.9% | $4,662-2.6% |
| Participant deferral / active EE | $4,298 | $6,467-33.5% | $5,630-23.7% | $6,690-35.8% |
| Admin fee / account holder | $15 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |