Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $99,745 | $148,582-32.9% | $135,942-26.6% | $139,456-28.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.39% | 79.26%-52.9pp | 68.28%-41.9pp | 373.45%-347.1pp |
| Employer contribution / active EE | $15,702 | $5,245+199.4% | $4,858+223.3% | $4,753+230.4% |
| Participant deferral / active EE | $5,841 | $8,101-27.9% | $7,759-24.7% | $6,711-13.0% |
| Admin fee / account holder | $7 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |