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 | $112,846 | $227,597-50.4% | $189,575-40.5% | $167,536-32.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.32% | 78.44%-67.1pp | 64.19%-52.9pp | 478.82%-467.5pp |
| Employer contribution / active EE | $25,238 | $5,316+374.8% | $4,412+472.0% | $4,839+421.6% |
| Participant deferral / active EE | $13,100 | $7,002+87.1% | $6,174+112.2% | $6,342+106.6% |
| Admin fee / account holder | $287 | $11,877-97.6% | $9,806-97.1% | $12,315-97.7% |