Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $121,225 | $183,592-34.0% | $155,574-22.1% | $145,877-16.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.39% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,165 | $5,317-78.1% | $4,676-75.1% | $4,663-75.0% |
| Participant deferral / active EE | $6,985 | $6,466+8.0% | $5,629+24.1% | $6,691+4.4% |
| Admin fee / account holder | $11 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |