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 | $57,549 | $202,342-71.6% | $172,753-66.7% | $152,909-62.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 25.84% | 1029.88%-1004.0pp | 803.00%-777.2pp | 345.46%-319.6pp |
| Employer contribution / active EE | $1,355 | $5,857-76.9% | $5,144-73.7% | $4,764-71.5% |
| Participant deferral / active EE | $5,745 | $5,948-3.4% | $5,198+10.5% | $5,851-1.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |