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 | $62,913 | $175,257-64.1% | $149,717-58.0% | $139,456-54.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.28% | 166.70%-150.4pp | 134.41%-118.1pp | 373.45%-357.2pp |
| Employer contribution / active EE | $13,345 | $5,477+143.7% | $4,820+176.9% | $4,753+180.8% |
| Participant deferral / active EE | $11,167 | $6,521+71.2% | $5,682+96.5% | $6,711+66.4% |
| Admin fee / account holder | $4 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |