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 | $47,628 | $148,623-68.0% | $135,974-65.0% | $139,466-65.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.62% | 79.30%-55.7pp | 68.30%-44.7pp | 373.66%-350.0pp |
| Employer contribution / active EE | $6,374 | $5,246+21.5% | $4,859+31.2% | $4,754+34.1% |
| Participant deferral / active EE | $37,070 | $8,103+357.5% | $7,760+377.7% | $6,712+452.3% |
| Admin fee / account holder | $220 | $12,406-98.2% | $10,767-98.0% | $11,409-98.1% |