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 | $112,866 | $156,616-27.9% | $133,346-15.4% | $198,609-43.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 14.35% | 44.25%-29.9pp | 36.85%-22.5pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,156 | $3,368-36.0% | $2,853-24.4% | $5,055-57.3% |
| Participant deferral / active EE | $5,000 | $4,920+1.6% | $4,332+15.4% | $6,977-28.3% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |