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 | $51,109 | $134,817-62.1% | $123,973-58.8% | $155,188-67.1% |
| Participation rate | 95.5% | 79.4%+16.1pp | 76.7%+18.8pp | 80.8%+14.7pp |
| Annual return | 11.87% | 515.49%-503.6pp | 388.13%-376.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $5,037 | $4,425+13.8% | $4,126+22.1% | $4,248+18.6% |
| Participant deferral / active EE | $2,465 | $5,706-56.8% | $5,247-53.0% | $6,531-62.3% |
| Admin fee / account holder | $218 | $13,245-98.4% | $11,799-98.2% | $14,480-98.5% |