Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $68,392 | $158,393-56.8% | $143,412-52.3% | $155,188-55.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 21.18% | 324.22%-303.0pp | 256.99%-235.8pp | 148.84%-127.7pp |
| Employer contribution / active EE | $1,070 | $3,911-72.6% | $3,748-71.5% | $4,248-74.8% |
| Participant deferral / active EE | $17,480 | $7,193+143.0% | $6,816+156.5% | $6,531+167.6% |
| Admin fee / account holder | $0 | $12,964-100.0% | $11,396-100.0% | $14,480-100.0% |