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 | $38,416 | $154,228-75.1% | $145,433-73.6% | $137,256-72.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.17% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $8,518 | $4,804+77.3% | $4,554+87.0% | $4,156+105.0% |
| Participant deferral / active EE | $7,441 | $8,216-9.4% | $7,897-5.8% | $6,407+16.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |