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 | $86,717 | $121,656-28.7% | $104,614-17.1% | $158,950-45.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.87% | 465.51%-449.6pp | 340.56%-324.7pp | 302.91%-287.0pp |
| Employer contribution / active EE | $2,048 | $3,164-35.3% | $2,681-23.6% | $4,762-57.0% |
| Participant deferral / active EE | $8,716 | $4,177+108.6% | $3,739+133.1% | $5,983+45.7% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |