Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,052 | $183,592-74.4% | $155,574-69.8% | $145,877-67.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 21.85% | 61.37%-39.5pp | 64.87%-43.0pp | 551.28%-529.4pp |
| Employer contribution / active EE | $6,643 | $5,317+24.9% | $4,676+42.1% | $4,663+42.5% |
| Participant deferral / active EE | $4,341 | $6,466-32.9% | $5,629-22.9% | $6,691-35.1% |
| Admin fee / account holder | $30 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |