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 | $94,940 | $107,353-11.6% | $92,903+2.2% | $152,885-37.9% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 19.84% | 145.62%-125.8pp | 109.43%-89.6pp | 345.39%-325.5pp |
| Employer contribution / active EE | $9,075 | $4,222+114.9% | $3,653+148.4% | $4,763+90.5% |
| Participant deferral / active EE | $9,456 | $4,848+95.1% | $4,238+123.1% | $5,851+61.6% |
| Admin fee / account holder | $5 | $7,081-99.9% | $5,795-99.9% | $11,598-100.0% |