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 | $112,589 | $232,540-51.6% | $185,117-39.2% | $147,586-23.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.64% | 43.03%-36.4pp | 40.50%-33.9pp | 578.59%-572.0pp |
| Employer contribution / active EE | $9,242 | $5,195+77.9% | $4,182+121.0% | $4,876+89.5% |
| Participant deferral / active EE | $4,426 | $5,834-24.1% | $5,045-12.3% | $5,439-18.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |