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 | $57,631 | $198,457-71.0% | $170,435-66.2% | $147,586-61.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.07% | 257.30%-237.2pp | 205.94%-185.9pp | 578.59%-558.5pp |
| Employer contribution / active EE | $4,225 | $6,183-31.7% | $5,432-22.2% | $4,876-13.4% |
| Participant deferral / active EE | $5,116 | $5,629-9.1% | $4,939+3.6% | $5,439-5.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |