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 | $48,483 | $183,516-73.6% | $155,534-68.8% | $145,884-66.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.66% | 61.43%-44.8pp | 64.92%-48.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $13,079 | $5,315+146.1% | $4,675+179.8% | $4,662+180.5% |
| Participant deferral / active EE | $7,703 | $6,467+19.1% | $5,630+36.8% | $6,690+15.2% |
| Admin fee / account holder | $63 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |