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 | $96,898 | $106,236-8.8% | $96,496+0.4% | $139,427-30.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 19.86% | 38.43%-18.6pp | 35.70%-15.8pp | 373.27%-353.4pp |
| Employer contribution / active EE | $12,336 | $4,104+200.6% | $3,738+230.0% | $4,752+159.6% |
| Participant deferral / active EE | $3,081 | $5,455-43.5% | $4,879-36.9% | $6,711-54.1% |
| Admin fee / account holder | $0 | $7,879-100.0% | $6,731-100.0% | $11,404-100.0% |