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 | $87,321 | $198,461-56.0% | $170,436-48.8% | $147,585-40.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 28.06% | 257.30%-229.2pp | 205.94%-177.9pp | 578.57%-550.5pp |
| Employer contribution / active EE | $1,665 | $6,184-73.1% | $5,433-69.4% | $4,876-65.9% |
| Participant deferral / active EE | $4,139 | $5,629-26.5% | $4,939-16.2% | $5,439-23.9% |
| Admin fee / account holder | $248 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |