Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $72,740 | $108,911-33.2% | $100,392-27.5% | $145,884-50.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.55% | 58.23%-44.7pp | 49.45%-35.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,403 | $4,420-23.0% | $3,941-13.7% | $4,662-27.0% |
| Participant deferral / active EE | $5,105 | $8,459-39.6% | $8,090-36.9% | $6,690-23.7% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |