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 | $35,211 | $202,342-82.6% | $172,752-79.6% | $152,897-77.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 23.49% | 1029.83%-1006.3pp | 802.97%-779.5pp | 345.43%-321.9pp |
| Employer contribution / active EE | $2,677 | $5,858-54.3% | $5,144-48.0% | $4,764-43.8% |
| Participant deferral / active EE | $6,487 | $5,948+9.1% | $5,198+24.8% | $5,851+10.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |