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 | $48,535 | $127,790-62.0% | $106,555-54.5% | $167,536-71.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 70.49% | 33.88%+36.6pp | 26.80%+43.7pp | 478.82%-408.3pp |
| Employer contribution / active EE | $14,368 | $3,428+319.2% | $2,819+409.6% | $4,839+196.9% |
| Participant deferral / active EE | $17,966 | $5,088+253.1% | $4,399+308.5% | $6,342+183.3% |
| Admin fee / account holder | $164 | $11,229-98.5% | $7,408-97.8% | $12,315-98.7% |