Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $104,812 | $152,612-31.3% | $125,192-16.3% | $152,897-31.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.45% | 54.85%-30.4pp | 43.79%-19.3pp | 345.43%-321.0pp |
| Employer contribution / active EE | $12,564 | $4,947+154.0% | $3,866+225.0% | $4,764+163.8% |
| Participant deferral / active EE | $8,771 | $5,868+49.5% | $4,937+77.7% | $5,851+49.9% |
| Admin fee / account holder | $153 | $13,437-98.9% | $9,704-98.4% | $11,599-98.7% |