Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $82,545 | $108,911-24.2% | $100,392-17.8% | $145,884-43.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.27% | 58.23%-32.0pp | 49.45%-23.2pp | 551.85%-525.6pp |
| Employer contribution / active EE | $7,110 | $4,420+60.9% | $3,941+80.4% | $4,662+52.5% |
| Participant deferral / active EE | $23,745 | $8,459+180.7% | $8,090+193.5% | $6,690+255.0% |
| Admin fee / account holder | $243 | $9,698-97.5% | $7,904-96.9% | $13,392-98.2% |