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 | $91,190 | $103,957-12.3% | $69,182+31.8% | $273,968-66.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.98% | 35.28%-27.3pp | -21.94%+29.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,647 | $1,781+48.6% | $1,205+119.6% | $4,869-45.6% |
| Participant deferral / active EE | $7,285 | $2,716+168.3% | $1,896+284.1% | $5,287+37.8% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |