Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,106 | $124,346-65.3% | $111,308-61.3% | $167,536-74.3% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.7pp |
| Annual return | 10.08% | 37.45%-27.4pp | 54.67%-44.6pp | 478.82%-468.7pp |
| Employer contribution / active EE | $14,759 | $3,437+329.4% | $2,732+440.3% | $4,839+205.0% |
| Participant deferral / active EE | $2,673 | $5,182-48.4% | $4,487-40.4% | $6,342-57.8% |
| Admin fee / account holder | $30 | $10,621-99.7% | $7,965-99.6% | $12,315-99.8% |