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 | $98,780 | $185,856-46.9% | $170,028-41.9% | $139,456-29.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.80% | 60.52%-44.7pp | 53.39%-37.6pp | 373.45%-357.6pp |
| Employer contribution / active EE | $1,804 | $7,593-76.2% | $6,788-73.4% | $4,753-62.0% |
| Participant deferral / active EE | $5,679 | $11,623-51.1% | $10,409-45.4% | $6,711-15.4% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |