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 | $92,214 | $185,883-50.4% | $170,043-45.8% | $139,466-33.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.09% | 60.54%-37.4pp | 53.40%-30.3pp | 373.66%-350.6pp |
| Employer contribution / active EE | $3,492 | $7,596-54.0% | $6,790-48.6% | $4,754-26.5% |
| Participant deferral / active EE | $13,775 | $11,626+18.5% | $10,410+32.3% | $6,712+105.2% |
| Admin fee / account holder | $138 | $15,393-99.1% | $12,824-98.9% | $11,409-98.8% |