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 | $43,145 | $201,264-78.6% | $184,185-76.6% | $145,978-70.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 39.35% | 29.00%+10.3pp | 28.81%+10.5pp | 550.52%-511.2pp |
| Employer contribution / active EE | $2,944 | $7,021-58.1% | $6,426-54.2% | $4,662-36.9% |
| Participant deferral / active EE | $6,474 | $9,806-34.0% | $9,132-29.1% | $6,690-3.2% |
| Admin fee / account holder | $19 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |