Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,488 | $150,435-49.2% | $120,580-36.6% | $145,897-47.6% |
| Participation rate | 71.4% | 78.8%-7.4pp | 72.0%-0.5pp | 80.3%-8.9pp |
| Annual return | 16.75% | 154.60%-137.9pp | 107.48%-90.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,206 | $4,352-72.3% | $3,469-65.2% | $4,663-74.1% |
| Participant deferral / active EE | $9,536 | $6,174+54.5% | $4,995+90.9% | $6,689+42.6% |
| Admin fee / account holder | $16 | $12,182-99.9% | $9,418-99.8% | $13,390-99.9% |