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 | $99,203 | $86,701+14.4% | $73,309+35.3% | $125,389-20.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.14% | 2.78%-2.9pp | 5.67%-5.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $7,153 | $4,152+72.3% | $3,237+121.0% | $4,866+47.0% |
| Participant deferral / active EE | $6,392 | $5,549+15.2% | $4,991+28.1% | $5,352+19.4% |
| Admin fee / account holder | $10 | $7,768-99.9% | $5,635-99.8% | $9,541-99.9% |