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 | $68,207 | $157,276-56.6% | $141,177-51.7% | $152,885-55.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 23.73% | 64.33%-40.6pp | 71.40%-47.7pp | 345.39%-321.7pp |
| Employer contribution / active EE | $4,060 | $5,262-22.8% | $4,736-14.3% | $4,763-14.8% |
| Participant deferral / active EE | $12,765 | $7,110+79.5% | $6,710+90.2% | $5,851+118.2% |
| Admin fee / account holder | $91 | $12,123-99.2% | $10,263-99.1% | $11,598-99.2% |