Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $77,521 | $166,131-53.3% | $164,975-53.0% | $145,877-46.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.25% | 100.37%-91.1pp | 70.12%-60.9pp | 551.28%-542.0pp |
| Employer contribution / active EE | $5,291 | $5,276+0.3% | $4,343+21.8% | $4,663+13.5% |
| Participant deferral / active EE | $2,461 | $6,962-64.7% | $6,033-59.2% | $6,691-63.2% |
| Admin fee / account holder | $281 | $16,648-98.3% | $12,688-97.8% | $13,402-97.9% |