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 | $67,353 | $183,592-63.3% | $155,574-56.7% | $145,877-53.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 17.47% | 61.37%-43.9pp | 64.87%-47.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $5,354 | $5,317+0.7% | $4,676+14.5% | $4,663+14.8% |
| Participant deferral / active EE | $5,391 | $6,466-16.6% | $5,629-4.2% | $6,691-19.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |