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 | $106,927 | $157,304-32.0% | $141,197-24.3% | $152,909-30.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.43% | 64.34%-48.9pp | 71.41%-56.0pp | 345.46%-330.0pp |
| Employer contribution / active EE | $3,294 | $5,263-37.4% | $4,736-30.4% | $4,764-30.8% |
| Participant deferral / active EE | $12,333 | $7,111+73.4% | $6,710+83.8% | $5,851+110.8% |
| Admin fee / account holder | $215 | $12,126-98.2% | $10,265-97.9% | $11,601-98.1% |