Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $97,254 | $108,882-10.7% | $96,754+0.5% | $154,746-37.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 14.89% | 98.39%-83.5pp | 82.04%-67.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $9,283 | $3,018+207.6% | $2,679+246.5% | $4,379+112.0% |
| Participant deferral / active EE | $5,177 | $5,323-2.7% | $4,758+8.8% | $6,730-23.1% |
| Admin fee / account holder | $7 | $10,200-99.9% | $8,905-99.9% | $14,365-100.0% |