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 | $88,804 | $125,237-29.1% | $105,608-15.9% | $145,877-39.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.93% | 225.76%-203.8pp | 116.50%-94.6pp | 551.28%-529.4pp |
| Employer contribution / active EE | $9,039 | $3,720+143.0% | $3,167+185.4% | $4,663+93.8% |
| Participant deferral / active EE | $13,678 | $5,711+139.5% | $5,010+173.0% | $6,691+104.4% |
| Admin fee / account holder | $14 | $17,287-99.9% | $11,028-99.9% | $13,402-99.9% |