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 | $107,020 | $63,346+68.9% | $92,240+16.0% | $70,126+52.6% |
| Participation rate | 91.9% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.4pp |
| Annual return | 18.91% | 530.19%-511.3pp | 176.29%-157.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $2,289 | $2,471-7.4% | $3,680-37.8% | $2,343-2.3% |
| Participant deferral / active EE | $4,547 | $2,854+59.3% | $3,897+16.7% | $3,332+36.5% |
| Admin fee / account holder | $242 | $3,841-93.7% | $5,194-95.3% | $4,645-94.8% |