Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,980 | $112,915-27.4% | $90,965-9.9% | $158,950-48.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.77% | 215.75%-198.0pp | 134.57%-116.8pp | 302.91%-285.1pp |
| Employer contribution / active EE | $19,252 | $2,894+565.3% | $2,122+807.2% | $4,762+304.3% |
| Participant deferral / active EE | $9,479 | $4,128+129.6% | $3,373+181.0% | $5,983+58.4% |
| Admin fee / account holder | $20 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |