Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $95,647 | $106,267-10.0% | $96,520-0.9% | $139,456-31.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.90% | 38.45%-21.6pp | 35.72%-18.8pp | 373.45%-356.5pp |
| Employer contribution / active EE | $2,569 | $4,105-37.4% | $3,739-31.3% | $4,753-45.9% |
| Participant deferral / active EE | $9,694 | $5,454+77.7% | $4,879+98.7% | $6,711+44.4% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |