Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,383 | $129,737-37.3% | $119,126-31.7% | $154,746-47.4% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 14.81% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $4,347 | $4,375-0.6% | $4,034+7.8% | $4,379-0.7% |
| Participant deferral / active EE | $8,957 | $5,842+53.3% | $5,318+68.4% | $6,730+33.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |