Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,765 | $90,397-80.3% | $76,002-76.6% | $145,959-87.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.67% | 621.97%-602.3pp | 360.07%-340.4pp | 561.95%-542.3pp |
| Employer contribution / active EE | $3,567 | $3,317+7.5% | $2,688+32.7% | $4,661-23.5% |
| Participant deferral / active EE | $6,152 | $5,163+19.1% | $4,257+44.5% | $6,689-8.0% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |