Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,770 | $197,637-70.3% | $177,848-67.0% | $158,982-63.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.99% | 58.77%-51.8pp | 48.33%-41.3pp | 302.99%-296.0pp |
| Employer contribution / active EE | $14,477 | $6,698+116.1% | $5,919+144.6% | $4,763+203.9% |
| Participant deferral / active EE | $15,071 | $8,405+79.3% | $7,714+95.4% | $5,983+151.9% |
| Admin fee / account holder | $19 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |