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 | $102,597 | $185,312-44.6% | $161,489-36.5% | $154,746-33.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.18% | 103.84%-87.7pp | 89.72%-73.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $7,935 | $4,769+66.4% | $4,268+85.9% | $4,379+81.2% |
| Participant deferral / active EE | $6,660 | $6,350+4.9% | $5,630+18.3% | $6,730-1.0% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |