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 | $126,179 | $29,716+324.6% | $56,077+125.0% | $80,925+55.9% |
| Participation rate | 92.0% | 41.7%+50.3pp | 52.5%+39.5pp | 67.7%+24.3pp |
| Annual return | 10.69% | 35.30%-24.6pp | 1709.28%-1698.6pp | 35.65%-25.0pp |
| Employer contribution / active EE | $4,600 | $671+585.6% | $1,040+342.2% | $2,756+66.9% |
| Participant deferral / active EE | $3,563 | $1,228+190.0% | $1,954+82.3% | $4,299-17.1% |
| Admin fee / account holder | $36 | $2,432-98.5% | $2,825-98.7% | $6,940-99.5% |