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 | $110,901 | $166,020-33.2% | $164,866-32.7% | $145,959-24.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 14.55% | 100.08%-85.5pp | 69.97%-55.4pp | 561.95%-547.4pp |
| Employer contribution / active EE | $17,129 | $5,275+224.7% | $4,343+294.4% | $4,661+267.5% |
| Participant deferral / active EE | $3,658 | $6,961-47.5% | $6,033-39.4% | $6,689-45.3% |
| Admin fee / account holder | $19 | $16,644-99.9% | $12,689-99.9% | $13,398-99.9% |