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 | $66,703 | $121,677-45.2% | $104,625-36.2% | $158,966-58.0% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 24.28% | 465.58%-441.3pp | 340.60%-316.3pp | 302.95%-278.7pp |
| Employer contribution / active EE | $2,290 | $3,165-27.6% | $2,681-14.6% | $4,762-51.9% |
| Participant deferral / active EE | $10,553 | $4,175+152.8% | $3,738+182.3% | $5,983+76.4% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |