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 | $96,096 | $102,385-6.1% | $147,080-34.7% | $80,935+18.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.73% | 135.09%-122.4pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $2,667 | $3,717-28.3% | $4,933-45.9% | $2,757-3.3% |
| Participant deferral / active EE | $3,244 | $6,651-51.2% | $8,066-59.8% | $4,299-24.5% |
| Admin fee / account holder | $152 | $7,951-98.1% | $12,989-98.8% | $6,924-97.8% |