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 | $66,127 | $81,208-18.6% | $98,920-33.2% | $79,852-17.2% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 16.28% | 60.99%-44.7pp | 196.47%-180.2pp | 31.72%-15.4pp |
| Employer contribution / active EE | $2,132 | $1,960+8.8% | $2,689-20.7% | $2,471-13.7% |
| Participant deferral / active EE | $3,983 | $3,265+22.0% | $4,245-6.2% | $3,740+6.5% |
| Admin fee / account holder | $84 | $6,013-98.6% | $6,643-98.7% | $5,306-98.4% |