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 | $81,970 | $115,810-29.2% | $101,271-19.1% | $158,966-48.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.38% | 56.15%-37.8pp | 46.48%-28.1pp | 302.95%-284.6pp |
| Employer contribution / active EE | $3,037 | $4,175-27.3% | $3,660-17.0% | $4,762-36.2% |
| Participant deferral / active EE | $4,553 | $4,958-8.2% | $4,371+4.2% | $5,983-23.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |