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 | $65,792 | $127,298-48.3% | $109,916-40.1% | $167,553-60.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 29.03% | 22.97%+6.1pp | 29.46%-0.4pp | 478.89%-449.9pp |
| Employer contribution / active EE | $4,925 | $3,325+48.1% | $2,844+73.1% | $4,840+1.8% |
| Participant deferral / active EE | $4,648 | $4,513+3.0% | $4,047+14.8% | $6,343-26.7% |
| Admin fee / account holder | $224 | $7,119-96.8% | $6,069-96.3% | $12,316-98.2% |