Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $75,916 | $70,366+7.9% | $66,674+13.9% | $138,895-45.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 35.56% | 386.41%-350.8pp | 321.24%-285.7pp | 145.39%-109.8pp |
| Employer contribution / active EE | $15,374 | $2,765+456.0% | $2,620+486.8% | $4,194+266.6% |
| Participant deferral / active EE | $17,307 | $4,374+295.7% | $4,084+323.8% | $6,396+170.6% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |