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 | $92,460 | $96,524-4.2% | $75,900+21.8% | $152,909-39.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 21.92% | 33.93%-12.0pp | 30.73%-8.8pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,786 | $3,311-46.1% | $2,501-28.6% | $4,764-62.5% |
| Participant deferral / active EE | $3,614 | $4,554-20.6% | $3,604+0.3% | $5,851-38.2% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |