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 | $75,875 | $198,457-61.8% | $170,435-55.5% | $147,586-48.6% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 16.05% | 257.30%-241.3pp | 205.94%-189.9pp | 578.59%-562.5pp |
| Employer contribution / active EE | $5,462 | $6,183-11.7% | $5,432+0.6% | $4,876+12.0% |
| Participant deferral / active EE | $6,830 | $5,629+21.3% | $4,939+38.3% | $5,439+25.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |