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 | $87,872 | $160,040-45.1% | $147,096-40.3% | $145,877-39.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.84% | 98.49%-80.7pp | 419.75%-401.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $3,001 | $5,289-43.3% | $4,936-39.2% | $4,663-35.6% |
| Participant deferral / active EE | $4,294 | $8,429-49.1% | $8,071-46.8% | $6,691-35.8% |
| Admin fee / account holder | $11 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |