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 | $73,553 | $217,427-66.2% | $185,837-60.4% | $167,518-56.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.92% | 148.39%-132.5pp | 122.08%-106.2pp | 478.71%-462.8pp |
| Employer contribution / active EE | $10,788 | $5,874+83.7% | $5,168+108.7% | $4,838+123.0% |
| Participant deferral / active EE | $5,137 | $6,357-19.2% | $5,568-7.8% | $6,342-19.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |