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 | $38,127 | $183,516-79.2% | $155,534-75.5% | $145,884-73.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.67% | 61.43%-41.8pp | 64.92%-45.2pp | 551.85%-532.2pp |
| Employer contribution / active EE | $15,000 | $5,315+182.2% | $4,675+220.9% | $4,662+221.7% |
| Participant deferral / active EE | $15,625 | $6,467+141.6% | $5,630+177.5% | $6,690+133.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |