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 | $63,032 | $227,633-72.3% | $189,597-66.8% | $167,553-62.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.89% | 78.45%-62.6pp | 64.20%-48.3pp | 478.89%-463.0pp |
| Employer contribution / active EE | $2,460 | $5,317-53.7% | $4,412-44.3% | $4,840-49.2% |
| Participant deferral / active EE | $10,919 | $7,003+55.9% | $6,174+76.9% | $6,343+72.2% |
| Admin fee / account holder | $65 | $11,879-99.5% | $9,807-99.3% | $12,316-99.5% |