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 | $93,570 | $183,516-49.0% | $155,534-39.8% | $145,884-35.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.56% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $20,000 | $5,315+276.3% | $4,675+327.8% | $4,662+329.0% |
| Participant deferral / active EE | $5,078 | $6,467-21.5% | $5,630-9.8% | $6,690-24.1% |
| Admin fee / account holder | $75 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |