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 | $72,424 | $107,353-32.5% | $92,903-22.0% | $152,885-52.6% |
| Participation rate | 95.2% | 79.8%+15.5pp | 76.0%+19.2pp | 82.5%+12.8pp |
| Annual return | 14.64% | 145.62%-131.0pp | 109.43%-94.8pp | 345.39%-330.7pp |
| Employer contribution / active EE | $3,130 | $4,222-25.8% | $3,653-14.3% | $4,763-34.3% |
| Participant deferral / active EE | $8,570 | $4,848+76.8% | $4,238+102.2% | $5,851+46.5% |
| Admin fee / account holder | $205 | $7,081-97.1% | $5,795-96.5% | $11,598-98.2% |