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 | $88,077 | $183,539-52.0% | $155,556-43.4% | $145,897-39.6% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 14.59% | 61.31%-46.7pp | 64.84%-50.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,790 | $5,315-66.3% | $4,675-61.7% | $4,663-61.6% |
| Participant deferral / active EE | $5,038 | $6,467-22.1% | $5,631-10.5% | $6,689-24.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |