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 | $98,540 | $183,592-46.3% | $155,574-36.7% | $145,877-32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.47% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $4,938 | $5,317-7.1% | $4,676+5.6% | $4,663+5.9% |
| Participant deferral / active EE | $7,591 | $6,466+17.4% | $5,629+34.9% | $6,691+13.5% |
| Admin fee / account holder | $168 | $19,316-99.1% | $15,914-98.9% | $13,402-98.7% |