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 | $79,318 | $124,330-36.2% | $109,173-27.3% | $167,536-52.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.55% | 26.04%-11.5pp | 25.75%-11.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $18,047 | $4,209+328.8% | $3,723+384.8% | $4,839+272.9% |
| Participant deferral / active EE | $11,678 | $5,256+122.2% | $4,654+150.9% | $6,342+84.1% |
| Admin fee / account holder | $197 | $7,974-97.5% | $6,755-97.1% | $12,315-98.4% |