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 | $93,390 | $152,612-38.8% | $125,192-25.4% | $152,897-38.9% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 14.35% | 54.85%-40.5pp | 43.79%-29.4pp | 345.43%-331.1pp |
| Employer contribution / active EE | $7,867 | $4,947+59.0% | $3,866+103.5% | $4,764+65.1% |
| Participant deferral / active EE | $6,093 | $5,868+3.8% | $4,937+23.4% | $5,851+4.1% |
| Admin fee / account holder | $44 | $13,437-99.7% | $9,704-99.5% | $11,599-99.6% |