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 | $92,882 | $106,236-12.6% | $96,496-3.7% | $139,427-33.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 38.43%-24.7pp | 35.70%-22.0pp | 373.27%-359.5pp |
| Employer contribution / active EE | $8,802 | $4,104+114.5% | $3,738+135.5% | $4,752+85.3% |
| Participant deferral / active EE | $6,666 | $5,455+22.2% | $4,879+36.6% | $6,711-0.7% |
| Admin fee / account holder | $0 | $7,879-100.0% | $6,731-100.0% | $11,404-100.0% |