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 | $16,016 | $202,463-92.1% | $169,397-90.5% | $139,487-88.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.36% | 532.64%-517.3pp | 406.23%-390.9pp | 373.84%-358.5pp |
| Employer contribution / active EE | $5,622 | $4,694+19.8% | $4,013+40.1% | $4,755+18.3% |
| Participant deferral / active EE | $2,046 | $6,941-70.5% | $6,223-67.1% | $6,713-69.5% |
| Admin fee / account holder | $185 | $10,726-98.3% | $9,017-98.0% | $11,407-98.4% |