Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $113,558 | $183,592-38.1% | $155,574-27.0% | $145,877-22.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.52% | 61.37%-43.9pp | 64.87%-47.3pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,318 | $5,317-75.2% | $4,676-71.8% | $4,663-71.7% |
| Participant deferral / active EE | $8,257 | $6,466+27.7% | $5,629+46.7% | $6,691+23.4% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |