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 | $91,744 | $95,664-4.1% | $76,902+19.3% | $139,487-34.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 35.52% | 55.03%-19.5pp | 37.91%-2.4pp | 373.84%-338.3pp |
| Employer contribution / active EE | $27,955 | $3,147+788.3% | $2,534+1003.2% | $4,755+487.9% |
| Participant deferral / active EE | $17,125 | $4,626+270.2% | $3,833+346.7% | $6,713+155.1% |
| Admin fee / account holder | $208 | $8,311-97.5% | $5,479-96.2% | $11,407-98.2% |