Sign up free to preview peer percentile detail
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 | $97,117 | $183,516-47.1% | $155,534-37.6% | $145,884-33.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.07% | 61.43%-37.4pp | 64.92%-40.8pp | 551.85%-527.8pp |
| Employer contribution / active EE | $15,081 | $5,315+183.8% | $4,675+222.6% | $4,662+223.5% |
| Participant deferral / active EE | $12,875 | $6,467+99.1% | $5,630+128.7% | $6,690+92.5% |
| Admin fee / account holder | $48 | $19,293-99.8% | $15,900-99.7% | $13,392-99.6% |