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 | $50,338 | $165,399-69.6% | $149,745-66.4% | $158,982-68.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.70% | 348.34%-319.6pp | 276.72%-248.0pp | 302.99%-274.3pp |
| Employer contribution / active EE | $6,238 | $5,105+22.2% | $4,646+34.3% | $4,763+31.0% |
| Participant deferral / active EE | $9,834 | $7,183+36.9% | $6,843+43.7% | $5,983+64.4% |
| Admin fee / account holder | $265 | $10,811-97.6% | $9,312-97.2% | $11,252-97.6% |