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 | $135,066 | $176,402-23.4% | $134,162+0.7% | $158,966-15.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.22% | 63.66%-44.4pp | 36.35%-17.1pp | 302.95%-283.7pp |
| Employer contribution / active EE | $10,533 | $5,042+108.9% | $3,705+184.3% | $4,762+121.2% |
| Participant deferral / active EE | $7,309 | $4,093+78.6% | $3,500+108.8% | $5,983+22.2% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |