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 | $42,784 | $110,248-61.2% | $95,728-55.3% | $139,456-69.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.42% | 27.16%+2.3pp | 28.40%+1.0pp | 373.45%-344.0pp |
| Employer contribution / active EE | $8,849 | $3,258+171.6% | $2,835+212.1% | $4,753+86.2% |
| Participant deferral / active EE | $8,849 | $4,675+89.3% | $4,245+108.5% | $6,711+31.9% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |