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 | $86,400 | $141,004-38.7% | $112,273-23.0% | $139,466-38.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.89% | 32.75%-11.9pp | 30.23%-9.3pp | 373.66%-352.8pp |
| Employer contribution / active EE | $11,460 | $4,285+167.5% | $3,431+234.0% | $4,754+141.1% |
| Participant deferral / active EE | $7,802 | $5,878+32.7% | $4,800+62.5% | $6,712+16.2% |
| Admin fee / account holder | $134 | $9,959-98.7% | $7,752-98.3% | $11,409-98.8% |