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 | $75,956 | $157,276-51.7% | $141,177-46.2% | $152,885-50.3% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 28.04% | 64.33%-36.3pp | 71.40%-43.4pp | 345.39%-317.4pp |
| Employer contribution / active EE | $5,525 | $5,262+5.0% | $4,736+16.7% | $4,763+16.0% |
| Participant deferral / active EE | $6,976 | $7,110-1.9% | $6,710+4.0% | $5,851+19.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |