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 | $69,076 | $84,236-18.0% | $170,435-59.5% | $70,126-1.5% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 24.47% | 23.06%+1.4pp | 205.94%-181.5pp | 73.15%-48.7pp |
| Employer contribution / active EE | $11,203 | $3,387+230.7% | $5,432+106.2% | $2,343+378.2% |
| Participant deferral / active EE | $8,432 | $3,086+173.3% | $4,939+70.7% | $3,332+153.1% |
| Admin fee / account holder | $150 | $5,698-97.4% | $13,881-98.9% | $4,645-96.8% |