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 | $113,940 | $166,268-31.5% | $165,100-31.0% | $145,897-21.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.39% | 100.52%-90.1pp | 70.21%-59.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,478 | $5,284-72.0% | $4,348-66.0% | $4,663-68.3% |
| Participant deferral / active EE | $6,075 | $6,964-12.8% | $6,035+0.7% | $6,689-9.2% |
| Admin fee / account holder | $192 | $16,659-98.9% | $12,696-98.5% | $13,390-98.6% |