Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,042 | $152,612-62.0% | $125,192-53.6% | $152,897-62.0% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 11.26% | 54.85%-43.6pp | 43.79%-32.5pp | 345.43%-334.2pp |
| Employer contribution / active EE | $2,777 | $4,947-43.9% | $3,866-28.2% | $4,764-41.7% |
| Participant deferral / active EE | $13,209 | $5,868+125.1% | $4,937+167.5% | $5,851+125.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |