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 | $77,886 | $149,741-48.0% | $118,914-34.5% | $158,982-51.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 21.81% | 19.94%+1.9pp | 35.89%-14.1pp | 302.99%-281.2pp |
| Employer contribution / active EE | $7,548 | $4,119+83.3% | $3,264+131.2% | $4,763+58.5% |
| Participant deferral / active EE | $6,153 | $5,226+17.7% | $4,266+44.2% | $5,983+2.8% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |