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 | $109,426 | $55,930+95.6% | $76,089+43.8% | $80,925+35.2% |
| Participation rate | 73.7% | 62.1%+11.6pp | 69.1%+4.6pp | 67.7%+6.0pp |
| Annual return | 10.20% | 20.58%-10.4pp | 360.94%-350.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $3,395 | $1,866+81.9% | $2,690+26.2% | $2,756+23.2% |
| Participant deferral / active EE | $7,045 | $3,051+130.9% | $4,259+65.4% | $4,299+63.9% |
| Admin fee / account holder | $75 | $5,241-98.6% | $6,418-98.8% | $6,940-98.9% |