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 | $97,761 | $89,370+9.4% | $141,197-30.8% | $72,976+34.0% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 22.16% | 111.88%-89.7pp | 71.41%-49.3pp | 81.02%-58.9pp |
| Employer contribution / active EE | $2,638 | $3,115-15.3% | $4,736-44.3% | $2,440+8.1% |
| Participant deferral / active EE | $4,835 | $5,419-10.8% | $6,710-27.9% | $3,608+34.0% |
| Admin fee / account holder | $73 | $5,957-98.8% | $10,265-99.3% | $5,124-98.6% |