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 | $67,309 | $88,815-24.2% | $81,882-17.8% | $145,897-53.9% |
| Participation rate | 84.2% | 75.1%+9.1pp | 72.4%+11.8pp | 80.3%+3.9pp |
| Annual return | 15.75% | 1033.75%-1018.0pp | 779.47%-763.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $822 | $3,086-73.4% | $2,916-71.8% | $4,663-82.4% |
| Participant deferral / active EE | $4,189 | $4,647-9.9% | $4,323-3.1% | $6,689-37.4% |
| Admin fee / account holder | $220 | $8,434-97.4% | $7,360-97.0% | $13,390-98.4% |