Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,554 | $166,131-82.8% | $164,975-82.7% | $145,877-80.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.37% | 100.37%-81.0pp | 70.12%-50.7pp | 551.28%-531.9pp |
| Employer contribution / active EE | $4,793 | $5,276-9.1% | $4,343+10.4% | $4,663+2.8% |
| Participant deferral / active EE | $13,324 | $6,962+91.4% | $6,033+120.8% | $6,691+99.1% |
| Admin fee / account holder | $251 | $16,648-98.5% | $12,688-98.0% | $13,402-98.1% |