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 | $73,125 | $77,638-5.8% | $156,551-53.3% | $62,881+16.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.21% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $6,320 | $3,444+83.5% | $5,501+14.9% | $2,281+177.1% |
| Participant deferral / active EE | $3,610 | $3,046+18.5% | $4,871-25.9% | $3,203+12.7% |
| Admin fee / account holder | $193 | $5,561-96.5% | $13,028-98.5% | $4,296-95.5% |