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 | $101,051 | $152,612-33.8% | $125,192-19.3% | $152,897-33.9% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 26.57% | 54.85%-28.3pp | 43.79%-17.2pp | 345.43%-318.9pp |
| Employer contribution / active EE | $2,238 | $4,947-54.8% | $3,866-42.1% | $4,764-53.0% |
| Participant deferral / active EE | $11,444 | $5,868+95.0% | $4,937+131.8% | $5,851+95.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |