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 | $95,150 | $159,934-40.5% | $147,005-35.3% | $145,959-34.8% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 26.85% | 98.24%-71.4pp | 418.76%-391.9pp | 561.95%-535.1pp |
| Employer contribution / active EE | $4,675 | $5,287-11.6% | $4,934-5.3% | $4,661+0.3% |
| Participant deferral / active EE | $12,842 | $8,427+52.4% | $8,070+59.1% | $6,689+92.0% |
| Admin fee / account holder | $94 | $15,053-99.4% | $13,006-99.3% | $13,398-99.3% |