Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $57,261 | $142,354-59.8% | $125,529-54.4% | $155,188-63.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.7%+5.3pp | 80.8%-0.8pp |
| Annual return | 21.31% | 306.06%-284.8pp | 202.56%-181.3pp | 148.84%-127.5pp |
| Employer contribution / active EE | $13,907 | $3,501+297.2% | $3,058+354.8% | $4,248+227.4% |
| Participant deferral / active EE | $12,200 | $5,491+122.2% | $4,813+153.5% | $6,531+86.8% |
| Admin fee / account holder | $208 | $19,392-98.9% | $16,298-98.7% | $14,480-98.6% |