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 | $100,073-18.0% | $85,126-3.7% | $145,877-43.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.20% | 84.11%-71.9pp | 66.63%-54.4pp | 551.28%-539.1pp |
| Employer contribution / active EE | $9,498 | $3,236+193.5% | $2,731+247.7% | $4,663+103.7% |
| Participant deferral / active EE | $12,594 | $5,294+137.9% | $4,523+178.4% | $6,691+88.2% |
| Admin fee / account holder | $1 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |