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 | $43,341 | $148,623-70.8% | $135,974-68.1% | $139,466-68.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.33% | 79.30%-60.0pp | 68.30%-49.0pp | 373.66%-354.3pp |
| Employer contribution / active EE | $4,955 | $5,246-5.6% | $4,859+2.0% | $4,754+4.2% |
| Participant deferral / active EE | $5,267 | $8,103-35.0% | $7,760-32.1% | $6,712-21.5% |
| Admin fee / account holder | $227 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |