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 | $106,161 | $99,652+6.5% | $78,778+34.8% | $147,586-28.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 26.02% | 47.28%-21.3pp | 35.62%-9.6pp | 578.59%-552.6pp |
| Employer contribution / active EE | $5,265 | $2,796+88.3% | $1,986+165.2% | $4,876+8.0% |
| Participant deferral / active EE | $937 | $3,664-74.4% | $2,958-68.3% | $5,439-82.8% |
| Admin fee / account holder | $68 | $7,155-99.0% | $5,134-98.7% | $10,886-99.4% |