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 | $84,704 | $103,038-17.8% | $90,324-6.2% | $152,909-44.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.00% | 95.25%-74.3pp | 78.15%-57.1pp | 345.46%-324.5pp |
| Employer contribution / active EE | $3,667 | $3,141+16.7% | $2,856+28.4% | $4,764-23.0% |
| Participant deferral / active EE | $3,400 | $4,282-20.6% | $3,885-12.5% | $5,851-41.9% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |