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 | $96,984 | $202,345-52.1% | $172,755-43.9% | $152,885-36.6% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 21.45% | 1029.77%-1008.3pp | 802.94%-781.5pp | 345.39%-323.9pp |
| Employer contribution / active EE | $1,966 | $5,858-66.4% | $5,144-61.8% | $4,763-58.7% |
| Participant deferral / active EE | $5,484 | $5,948-7.8% | $5,198+5.5% | $5,851-6.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |