Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,152 | $106,267-64.1% | $96,520-60.5% | $139,456-72.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 36.18% | 38.45%-2.3pp | 35.72%+0.5pp | 373.45%-337.3pp |
| Employer contribution / active EE | $10,324 | $4,105+151.5% | $3,739+176.1% | $4,753+117.2% |
| Participant deferral / active EE | $10,324 | $5,454+89.3% | $4,879+111.6% | $6,711+53.8% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |