Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $82,015 | $100,139-18.1% | $85,187-3.7% | $145,884-43.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.20% | 84.15%-72.0pp | 66.67%-54.5pp | 551.85%-539.6pp |
| Employer contribution / active EE | $9,498 | $3,238+193.3% | $2,732+247.6% | $4,662+103.7% |
| Participant deferral / active EE | $12,594 | $5,296+137.8% | $4,525+178.3% | $6,690+88.3% |
| Admin fee / account holder | $1 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |