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 | $102,026 | $175,257-41.8% | $149,717-31.9% | $139,456-26.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 21.07% | 166.70%-145.6pp | 134.41%-113.3pp | 373.45%-352.4pp |
| Employer contribution / active EE | $5,788 | $5,477+5.7% | $4,820+20.1% | $4,753+21.8% |
| Participant deferral / active EE | $4,206 | $6,521-35.5% | $5,682-26.0% | $6,711-37.3% |
| Admin fee / account holder | $13 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |