Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $80,099 | $155,555-48.5% | $146,866-45.5% | $155,188-48.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 39.22% | 115.41%-76.2pp | 102.85%-63.6pp | 148.84%-109.6pp |
| Employer contribution / active EE | $10,344 | $4,647+122.6% | $4,425+133.8% | $4,248+143.5% |
| Participant deferral / active EE | $8,549 | $8,044+6.3% | $7,759+10.2% | $6,531+30.9% |
| Admin fee / account holder | $253 | $14,755-98.3% | $13,620-98.1% | $14,480-98.2% |