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 | $48,263 | $183,592-73.7% | $155,574-69.0% | $145,877-66.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.33% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $5,295 | $5,317-0.4% | $4,676+13.2% | $4,663+13.6% |
| Participant deferral / active EE | $7,752 | $6,466+19.9% | $5,629+37.7% | $6,691+15.9% |
| Admin fee / account holder | $239 | $19,316-98.8% | $15,914-98.5% | $13,402-98.2% |