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 | $63,662 | $175,257-63.7% | $149,717-57.5% | $139,456-54.3% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 22.25% | 166.70%-144.5pp | 134.41%-112.2pp | 373.45%-351.2pp |
| Employer contribution / active EE | $3,232 | $5,477-41.0% | $4,820-32.9% | $4,753-32.0% |
| Participant deferral / active EE | $4,090 | $6,521-37.3% | $5,682-28.0% | $6,711-39.1% |
| Admin fee / account holder | $2 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |