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 | $55,886 | $202,342-72.4% | $172,753-67.6% | $152,909-63.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 24.04% | 1029.88%-1005.8pp | 803.00%-779.0pp | 345.46%-321.4pp |
| Employer contribution / active EE | $7,536 | $5,857+28.7% | $5,144+46.5% | $4,764+58.2% |
| Participant deferral / active EE | $3,571 | $5,948-40.0% | $5,198-31.3% | $5,851-39.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |