Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,163 | $185,312-81.0% | $161,489-78.2% | $154,746-77.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 232.09% | 103.84%+128.3pp | 89.72%+142.4pp | 172.34%+59.8pp |
| Employer contribution / active EE | $6,713 | $4,769+40.7% | $4,268+57.3% | $4,379+53.3% |
| Participant deferral / active EE | $9,250 | $6,350+45.7% | $5,630+64.3% | $6,730+37.4% |
| Admin fee / account holder | $190 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |