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 | $89,694 | $81,643+9.9% | $70,462+27.3% | $158,950-43.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.14% | 208.51%-189.4pp | 109.08%-89.9pp | 302.91%-283.8pp |
| Employer contribution / active EE | $655 | $3,218-79.6% | $2,737-76.1% | $4,762-86.2% |
| Participant deferral / active EE | $3,569 | $4,555-21.6% | $3,710-3.8% | $5,983-40.3% |
| Admin fee / account holder | $175 | $6,194-97.2% | $3,845-95.4% | $11,248-98.4% |