Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,388 | $183,539-40.4% | $155,556-29.7% | $145,897-25.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.07% | 61.31%-45.2pp | 64.84%-48.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,150 | $5,315-78.4% | $4,675-75.4% | $4,663-75.3% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,631+308.5% | $6,689+243.8% |
| Admin fee / account holder | $59 | $19,275-99.7% | $15,885-99.6% | $13,390-99.6% |