Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,001 | $225,673-64.1% | $203,872-60.3% | $155,188-47.8% |
| Participation rate | 92.3% | 80.3%+12.0pp | 77.8%+14.5pp | 80.8%+11.5pp |
| Annual return | 21.48% | 95.91%-74.4pp | 85.11%-63.6pp | 148.84%-127.4pp |
| Employer contribution / active EE | $10,705 | $4,099+161.2% | $3,757+184.9% | $4,248+152.0% |
| Participant deferral / active EE | $7,535 | $6,893+9.3% | $6,388+18.0% | $6,531+15.4% |
| Admin fee / account holder | $13 | $12,327-99.9% | $11,730-99.9% | $14,480-99.9% |