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 | $40,637 | $227,566-82.1% | $189,558-78.6% | $167,518-75.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 17.91% | 78.43%-60.5pp | 64.19%-46.3pp | 478.71%-460.8pp |
| Employer contribution / active EE | $4,216 | $5,316-20.7% | $4,412-4.4% | $4,838-12.9% |
| Participant deferral / active EE | $3,273 | $7,002-53.3% | $6,174-47.0% | $6,342-48.4% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |