Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $89,307 | $106,247-15.9% | $96,515-7.5% | $139,466-36.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.80% | 38.47%-12.7pp | 35.73%-9.9pp | 373.66%-347.9pp |
| Employer contribution / active EE | $5,634 | $4,106+37.2% | $3,740+50.7% | $4,754+18.5% |
| Participant deferral / active EE | $12,590 | $5,456+130.8% | $4,880+158.0% | $6,712+87.6% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |