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 | $38,838 | $185,856-79.1% | $170,028-77.2% | $139,456-72.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.30% | 60.52%-38.2pp | 53.39%-31.1pp | 373.45%-351.2pp |
| Employer contribution / active EE | $2,997 | $7,593-60.5% | $6,788-55.9% | $4,753-36.9% |
| Participant deferral / active EE | $11,458 | $11,623-1.4% | $10,409+10.1% | $6,711+70.7% |
| Admin fee / account holder | $81 | $15,387-99.5% | $12,820-99.4% | $11,407-99.3% |