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 | $87,080 | $88,778-1.9% | $81,844+6.4% | $145,884-40.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.61% | 1033.03%-1010.4pp | 778.87%-756.3pp | 551.85%-529.2pp |
| Employer contribution / active EE | $3,012 | $3,087-2.4% | $2,916+3.3% | $4,662-35.4% |
| Participant deferral / active EE | $5,186 | $4,648+11.6% | $4,323+20.0% | $6,690-22.5% |
| Admin fee / account holder | $283 | $8,430-96.6% | $7,355-96.2% | $13,392-97.9% |