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 | $106,205 | $166,131-36.1% | $164,975-35.6% | $145,877-27.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 16.42% | 100.37%-83.9pp | 70.12%-53.7pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,856 | $5,276-26.9% | $4,343-11.2% | $4,663-17.3% |
| Participant deferral / active EE | $5,640 | $6,962-19.0% | $6,033-6.5% | $6,691-15.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |