Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $119,747 | $90,614+32.2% | $76,089+57.4% | $145,877-17.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 15.12% | 623.80%-608.7pp | 360.94%-345.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $4,690 | $3,324+41.1% | $2,690+74.3% | $4,663+0.6% |
| Participant deferral / active EE | $11,292 | $5,168+118.5% | $4,259+165.1% | $6,691+68.8% |
| Admin fee / account holder | $285 | $8,376-96.6% | $6,418-95.6% | $13,402-97.9% |