Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $56,914 | $201,370-71.7% | $184,256-69.1% | $145,897-61.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.66% | 29.05%-13.4pp | 28.85%-13.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,435 | $7,024-51.1% | $6,427-46.6% | $4,663-26.3% |
| Participant deferral / active EE | $12,555 | $9,808+28.0% | $9,133+37.5% | $6,689+87.7% |
| Admin fee / account holder | $120 | $16,364-99.3% | $13,899-99.1% | $13,390-99.1% |