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 | $71,981 | $83,337-13.6% | $67,834+6.1% | $273,972-73.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.23% | 259.45%-250.2pp | 138.47%-129.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $5,483 | $3,287+66.8% | $2,403+128.1% | $4,869+12.6% |
| Participant deferral / active EE | $4,314 | $4,088+5.5% | $3,160+36.5% | $5,287-18.4% |
| Admin fee / account holder | $11 | $6,752-99.8% | $4,622-99.8% | $10,133-99.9% |