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 | $61,456 | $112,933-45.6% | $90,970-32.4% | $158,982-61.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.65% | 215.82%-197.2pp | 134.60%-115.9pp | 302.99%-284.3pp |
| Employer contribution / active EE | $7,430 | $2,893+156.8% | $2,122+250.2% | $4,763+56.0% |
| Participant deferral / active EE | $8,509 | $4,128+106.1% | $3,373+152.3% | $5,983+42.2% |
| Admin fee / account holder | $266 | $8,047-96.7% | $5,961-95.5% | $11,252-97.6% |