Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $70,687 | $172,111-58.9% | $150,298-53.0% | $137,256-48.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.56% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $11,278 | $4,636+143.3% | $4,154+171.5% | $4,156+171.4% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |