Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $76,441 | $201,372-62.0% | $184,260-58.5% | $145,884-47.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.60% | 29.04%-15.4pp | 28.84%-15.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $16,110 | $7,024+129.4% | $6,427+150.6% | $4,662+245.5% |
| Participant deferral / active EE | $8,368 | $9,808-14.7% | $9,133-8.4% | $6,690+25.1% |
| Admin fee / account holder | $221 | $16,362-98.6% | $13,898-98.4% | $13,392-98.3% |