Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $76,840 | $121,701-36.9% | $104,639-26.6% | $158,982-51.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 25.75% | 465.72%-440.0pp | 340.67%-314.9pp | 302.99%-277.2pp |
| Employer contribution / active EE | $2,559 | $3,165-19.2% | $2,682-4.6% | $4,763-46.3% |
| Participant deferral / active EE | $18,984 | $4,176+354.6% | $3,738+407.9% | $5,983+217.3% |
| Admin fee / account holder | $285 | $7,778-96.3% | $6,465-95.6% | $11,252-97.5% |