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 | $69,545 | $217,432-68.0% | $185,851-62.6% | $167,553-58.5% |
| Participation rate | 86.4% | 86.1%+0.3pp | 81.7%+4.7pp | 82.1%+4.2pp |
| Annual return | 23.01% | 148.43%-125.4pp | 122.11%-99.1pp | 478.89%-455.9pp |
| Employer contribution / active EE | $4,408 | $5,874-25.0% | $5,168-14.7% | $4,840-8.9% |
| Participant deferral / active EE | $2,604 | $6,357-59.0% | $5,569-53.2% | $6,343-58.9% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |