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 | $73,318 | $169,237-56.7% | $129,339-43.3% | $145,978-49.8% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 12.50% | 14364.43%-14351.9pp | 9437.05%-9424.6pp | 550.52%-538.0pp |
| Employer contribution / active EE | $2,480 | $5,540-55.2% | $4,154-40.3% | $4,662-46.8% |
| Participant deferral / active EE | $8,480 | $4,991+69.9% | $4,170+103.4% | $6,690+26.8% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |