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 | $85,034 | $107,941-21.2% | $91,994-7.6% | $152,897-44.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.10% | 89.28%-70.2pp | 69.04%-49.9pp | 345.43%-326.3pp |
| Employer contribution / active EE | $3,965 | $4,212-5.8% | $3,453+14.8% | $4,764-16.8% |
| Participant deferral / active EE | $5,349 | $6,366-16.0% | $5,924-9.7% | $5,851-8.6% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |