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 | $70,095 | $196,972-64.4% | $182,262-61.5% | $198,609-64.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.99% | 158.27%-137.3pp | 140.60%-119.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $4,429 | $5,364-17.4% | $5,046-12.2% | $5,055-12.4% |
| Participant deferral / active EE | $15,303 | $8,643+77.1% | $8,276+84.9% | $6,977+119.3% |
| Admin fee / account holder | $8 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |