Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,711 | $157,276-63.9% | $141,177-59.8% | $152,885-62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.53% | 64.33%-42.8pp | 71.40%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $5,620 | $5,262+6.8% | $4,736+18.7% | $4,763+18.0% |
| Participant deferral / active EE | $7,495 | $7,110+5.4% | $6,710+11.7% | $5,851+28.1% |
| Admin fee / account holder | $23 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |