Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,754 | $183,516-65.8% | $155,534-59.7% | $145,884-57.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $4,971 | $5,315-6.5% | $4,675+6.3% | $4,662+6.6% |
| Participant deferral / active EE | $7,223 | $6,467+11.7% | $5,630+28.3% | $6,690+8.0% |
| Admin fee / account holder | $36 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |