Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $106,049 | $156,616-32.3% | $133,346-20.5% | $198,609-46.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 21.46% | 44.25%-22.8pp | 36.85%-15.4pp | 202.70%-181.2pp |
| Employer contribution / active EE | $7,232 | $3,368+114.7% | $2,853+153.4% | $5,055+43.1% |
| Participant deferral / active EE | $7,833 | $4,920+59.2% | $4,332+80.8% | $6,977+12.3% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |