Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $107,350 | $166,131-35.4% | $164,975-34.9% | $145,877-26.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.41% | 100.37%-85.0pp | 70.12%-54.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $10,394 | $5,276+97.0% | $4,343+139.3% | $4,663+122.9% |
| Participant deferral / active EE | $7,051 | $6,962+1.3% | $6,033+16.9% | $6,691+5.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |