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 | $43,740 | $169,356-74.2% | $129,406-66.2% | $145,897-70.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 13.25% | 14418.62%-14405.4pp | 9468.18%-9454.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $4,772 | $5,542-13.9% | $4,155+14.8% | $4,663+2.3% |
| Participant deferral / active EE | $7,429 | $4,987+49.0% | $4,167+78.3% | $6,689+11.1% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |