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 | $73,932 | $77,638-4.8% | $156,551-52.8% | $62,881+17.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.86% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,634 | $3,444-23.5% | $5,501-52.1% | $2,281+15.5% |
| Participant deferral / active EE | $8,152 | $3,046+167.7% | $4,871+67.4% | $3,203+154.5% |
| Admin fee / account holder | $139 | $5,561-97.5% | $13,028-98.9% | $4,296-96.8% |