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 | $69,373 | $225,673-69.3% | $203,872-66.0% | $155,188-55.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 19.26% | 95.91%-76.6pp | 85.11%-65.8pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,280 | $4,099-44.4% | $3,757-39.3% | $4,248-46.3% |
| Participant deferral / active EE | $13,653 | $6,893+98.1% | $6,388+113.8% | $6,531+109.0% |
| Admin fee / account holder | $20 | $12,327-99.8% | $11,730-99.8% | $14,480-99.9% |