Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $70,299 | $85,766-18.0% | $136,298-48.4% | $70,126+0.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.99% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $5,867 | $2,966+97.8% | $4,696+24.9% | $2,343+150.5% |
| Participant deferral / active EE | $6,205 | $5,051+22.8% | $6,247-0.7% | $3,332+86.2% |
| Admin fee / account holder | $256 | $5,421-95.3% | $9,244-97.2% | $4,645-94.5% |