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 | $63,315 | $209,422-69.8% | $178,503-64.5% | $158,982-60.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.15% | 188.81%-178.7pp | 151.12%-141.0pp | 302.99%-292.8pp |
| Employer contribution / active EE | $7,182 | $5,707+25.8% | $5,011+43.3% | $4,763+50.8% |
| Participant deferral / active EE | $5,183 | $5,955-13.0% | $5,202-0.4% | $5,983-13.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |