Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $180,384 | $111,878+61.2% | $93,727+92.5% | $145,897+23.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.61% | 204.28%-187.7pp | 133.83%-117.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,219 | $3,092-60.6% | $2,421-49.6% | $4,663-73.9% |
| Participant deferral / active EE | $11,800 | $4,920+139.8% | $4,417+167.1% | $6,689+76.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |