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 | $110,171 | $175,231-37.1% | $149,696-26.4% | $139,466-21.0% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 19.36% | 166.77%-147.4pp | 134.46%-115.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $4,721 | $5,478-13.8% | $4,821-2.1% | $4,754-0.7% |
| Participant deferral / active EE | $5,437 | $6,521-16.6% | $5,682-4.3% | $6,712-19.0% |
| Admin fee / account holder | $3 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |