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 | $105,562 | $58,258+81.2% | $81,820+29.0% | $80,925+30.4% |
| Participation rate | 92.7% | 63.5%+29.2pp | 72.4%+20.3pp | 67.7%+25.0pp |
| Annual return | 14.44% | 41.76%-27.3pp | 777.93%-763.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $3,163 | $2,345+34.9% | $2,915+8.5% | $2,756+14.8% |
| Participant deferral / active EE | $5,030 | $3,284+53.2% | $4,323+16.4% | $4,299+17.0% |
| Admin fee / account holder | $231 | $4,976-95.4% | $7,391-96.9% | $6,940-96.7% |