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 | $64,381 | $157,304-59.1% | $141,197-54.4% | $152,909-57.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.14% | 64.34%-41.2pp | 71.41%-48.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $10,790 | $5,263+105.0% | $4,736+127.8% | $4,764+126.5% |
| Participant deferral / active EE | $13,181 | $7,111+85.4% | $6,710+96.4% | $5,851+125.3% |
| Admin fee / account holder | $219 | $12,126-98.2% | $10,265-97.9% | $11,601-98.1% |