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 | $97,545 | $183,516-46.8% | $155,534-37.3% | $145,884-33.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.45% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,915 | $5,315-26.3% | $4,675-16.2% | $4,662-16.0% |
| Participant deferral / active EE | $6,650 | $6,467+2.8% | $5,630+18.1% | $6,690-0.6% |
| Admin fee / account holder | $5 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |