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 | $79,129 | $149,741-47.2% | $118,914-33.5% | $158,982-50.2% |
| Participation rate | 93.8% | 82.1%+11.6pp | 75.4%+18.3pp | 82.0%+11.8pp |
| Annual return | 41.28% | 19.94%+21.3pp | 35.89%+5.4pp | 302.99%-261.7pp |
| Employer contribution / active EE | $6,131 | $4,119+48.9% | $3,264+87.8% | $4,763+28.7% |
| Participant deferral / active EE | $1,522 | $5,226-70.9% | $4,266-64.3% | $5,983-74.6% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |