Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $100,147 | $111,535-10.2% | $105,223-4.8% | $137,256-27.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 90.61% | 237.85%-147.2pp | 180.65%-90.0pp | 220.34%-129.7pp |
| Employer contribution / active EE | $2,040 | $3,939-48.2% | $3,689-44.7% | $4,156-50.9% |
| Participant deferral / active EE | $11,265 | $5,500+104.8% | $5,072+122.1% | $6,407+75.8% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |