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 | $71,041 | $124,351-42.9% | $109,188-34.9% | $167,553-57.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 44.42% | 26.04%+18.4pp | 25.76%+18.7pp | 478.89%-434.5pp |
| Employer contribution / active EE | $8,124 | $4,210+93.0% | $3,723+118.2% | $4,840+67.9% |
| Participant deferral / active EE | $6,046 | $5,257+15.0% | $4,654+29.9% | $6,343-4.7% |
| Admin fee / account holder | $275 | $7,975-96.5% | $6,755-95.9% | $12,316-97.8% |