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 | $75,785 | $209,425-63.8% | $178,499-57.5% | $158,966-52.3% |
| Participation rate | 79.2% | 86.4%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 17.01% | 188.80%-171.8pp | 151.10%-134.1pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,774 | $5,707-68.9% | $5,011-64.6% | $4,762-62.8% |
| Participant deferral / active EE | $3,905 | $5,955-34.4% | $5,202-24.9% | $5,983-34.7% |
| Admin fee / account holder | $170 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |