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 | $102,498 | $124,187-17.5% | $108,410-5.5% | $167,518-38.8% |
| Participation rate | 82.4% | 82.3%+0.1pp | 80.1%+2.2pp | 82.1%+0.2pp |
| Annual return | 14.41% | 1379.80%-1365.4pp | 905.34%-890.9pp | 478.71%-464.3pp |
| Employer contribution / active EE | $2,464 | $4,187-41.1% | $3,558-30.7% | $4,838-49.1% |
| Participant deferral / active EE | $5,302 | $6,908-23.2% | $6,562-19.2% | $6,342-16.4% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |