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 | $44,168 | $162,821-72.9% | $133,978-67.0% | $158,982-72.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.59% | 41.95%-21.4pp | 45.10%-24.5pp | 302.99%-282.4pp |
| Employer contribution / active EE | $6,723 | $4,976+35.1% | $3,919+71.6% | $4,763+41.2% |
| Participant deferral / active EE | $6,300 | $5,910+6.6% | $5,047+24.8% | $5,983+5.3% |
| Admin fee / account holder | $270 | $11,742-97.7% | $8,930-97.0% | $11,252-97.6% |