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 | $80,314 | $72,071+11.4% | $68,368+17.5% | $137,256-41.5% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.0%+1.0pp |
| Annual return | 16.91% | 353.14%-336.2pp | 292.57%-275.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $911 | $2,788-67.3% | $2,649-65.6% | $4,156-78.1% |
| Participant deferral / active EE | $4,936 | $4,410+11.9% | $4,123+19.7% | $6,407-23.0% |
| Admin fee / account holder | $217 | $5,336-95.9% | $5,150-95.8% | $12,270-98.2% |