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 | $67,442 | $181,062-62.8% | $158,223-57.4% | $155,188-56.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 28.02% | 57.39%-29.4pp | 52.09%-24.1pp | 148.84%-120.8pp |
| Employer contribution / active EE | $14,581 | $4,565+219.4% | $4,109+254.9% | $4,248+243.3% |
| Participant deferral / active EE | $7,215 | $6,134+17.6% | $5,467+32.0% | $6,531+10.5% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |