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 | $113,395 | $112,933+0.4% | $90,970+24.7% | $158,982-28.7% |
| Participation rate | 73.7% | 74.7%-1.1pp | 69.0%+4.7pp | 82.0%-8.3pp |
| Annual return | 16.07% | 215.82%-199.8pp | 134.60%-118.5pp | 302.99%-286.9pp |
| Employer contribution / active EE | $2,052 | $2,893-29.1% | $2,122-3.3% | $4,763-56.9% |
| Participant deferral / active EE | $5,866 | $4,128+42.1% | $3,373+73.9% | $5,983-2.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |