Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,278 | $157,296-61.7% | $141,191-57.3% | $152,897-60.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.18% | 64.34%-44.2pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $7,700 | $5,262+46.3% | $4,736+62.6% | $4,764+61.6% |
| Participant deferral / active EE | $17,445 | $7,111+145.3% | $6,710+160.0% | $5,851+198.1% |
| Admin fee / account holder | $159 | $12,125-98.7% | $10,264-98.5% | $11,599-98.6% |