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 | $77,057 | $100,073-23.0% | $85,126-9.5% | $145,877-47.2% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.4pp |
| Annual return | 12.84% | 84.11%-71.3pp | 66.63%-53.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,918 | $3,236-40.7% | $2,731-29.8% | $4,663-58.9% |
| Participant deferral / active EE | $6,381 | $5,294+20.5% | $4,523+41.1% | $6,691-4.6% |
| Admin fee / account holder | $143 | $7,261-98.0% | $6,160-97.7% | $13,402-98.9% |