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 | $75,806 | $107,030-29.2% | $73,550+3.1% | $147,586-48.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 26.80% | 38.25%-11.5pp | -15.16%+42.0pp | 578.59%-551.8pp |
| Employer contribution / active EE | $2,709 | $1,760+53.9% | $1,219+122.2% | $4,876-44.5% |
| Participant deferral / active EE | $1,091 | $2,458-55.6% | $1,804-39.5% | $5,439-79.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |