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 | $53,507 | $159,934-66.5% | $147,005-63.6% | $145,959-63.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.01% | 98.24%-82.2pp | 418.76%-402.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $3,471 | $5,287-34.4% | $4,934-29.7% | $4,661-25.5% |
| Participant deferral / active EE | $3,604 | $8,427-57.2% | $8,070-55.3% | $6,689-46.1% |
| Admin fee / account holder | $122 | $15,053-99.2% | $13,006-99.1% | $13,398-99.1% |