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 | $106,310 | $209,425-49.2% | $178,499-40.4% | $158,966-33.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 10.99% | 188.80%-177.8pp | 151.10%-140.1pp | 302.95%-292.0pp |
| Employer contribution / active EE | $5,420 | $5,707-5.0% | $5,011+8.2% | $4,762+13.8% |
| Participant deferral / active EE | $3,072 | $5,955-48.4% | $5,202-41.0% | $5,983-48.7% |
| Admin fee / account holder | $208 | $17,078-98.8% | $13,986-98.5% | $11,250-98.1% |