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 | $59,885 | $209,425-71.4% | $178,499-66.5% | $158,966-62.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 21.08% | 188.80%-167.7pp | 151.10%-130.0pp | 302.95%-281.9pp |
| Employer contribution / active EE | $11,541 | $5,707+102.2% | $5,011+130.3% | $4,762+142.3% |
| Participant deferral / active EE | $12,837 | $5,955+115.6% | $5,202+146.8% | $5,983+114.6% |
| Admin fee / account holder | $147 | $17,078-99.1% | $13,986-98.9% | $11,250-98.7% |