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 | $171,492-52.5% | $150,734-46.0% | $198,609-59.0% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 14.81% | 804.70%-789.9pp | 600.81%-586.0pp | 202.70%-187.9pp |
| Employer contribution / active EE | $4,347 | $5,470-20.5% | $4,918-11.6% | $5,055-14.0% |
| Participant deferral / active EE | $8,957 | $6,259+43.1% | $5,610+59.7% | $6,977+28.4% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |