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 | $75,095 | $152,619-50.8% | $125,195-40.0% | $152,909-50.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.31% | 54.85%-34.5pp | 43.79%-23.5pp | 345.46%-325.1pp |
| Employer contribution / active EE | $5,461 | $4,947+10.4% | $3,866+41.3% | $4,764+14.6% |
| Participant deferral / active EE | $3,900 | $5,869-33.5% | $4,937-21.0% | $5,851-33.3% |
| Admin fee / account holder | $45 | $13,437-99.7% | $9,704-99.5% | $11,601-99.6% |