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 | $105,831 | $103,008+2.7% | $90,304+17.2% | $152,897-30.8% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 25.13% | 95.22%-70.1pp | 78.13%-53.0pp | 345.43%-320.3pp |
| Employer contribution / active EE | $4,455 | $3,139+41.9% | $2,855+56.0% | $4,764-6.5% |
| Participant deferral / active EE | $9,147 | $4,281+113.7% | $3,885+135.4% | $5,851+56.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |