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 | $108,737 | $175,259-38.0% | $149,723-27.4% | $139,487-22.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 14.84% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $7,576 | $5,478+38.3% | $4,821+57.1% | $4,755+59.3% |
| Participant deferral / active EE | $5,430 | $6,522-16.7% | $5,682-4.5% | $6,713-19.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |