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 | $48,929 | $165,381-70.4% | $149,730-67.3% | $158,966-69.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 20.28% | 348.29%-328.0pp | 276.70%-256.4pp | 302.95%-282.7pp |
| Employer contribution / active EE | $3,038 | $5,104-40.5% | $4,645-34.6% | $4,762-36.2% |
| Participant deferral / active EE | $11,125 | $7,182+54.9% | $6,843+62.6% | $5,983+85.9% |
| Admin fee / account holder | $11 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |