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 | $61,514 | $201,372-69.5% | $184,260-66.6% | $145,884-57.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.17% | 29.04%-17.9pp | 28.84%-17.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $12,433 | $7,024+77.0% | $6,427+93.4% | $4,662+166.7% |
| Participant deferral / active EE | $11,172 | $9,808+13.9% | $9,133+22.3% | $6,690+67.0% |
| Admin fee / account holder | $17 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |