Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,233 | $165,361-59.9% | $149,715-55.8% | $158,950-58.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.43% | 348.24%-325.8pp | 276.66%-254.2pp | 302.91%-280.5pp |
| Employer contribution / active EE | $6,367 | $5,103+24.8% | $4,645+37.1% | $4,762+33.7% |
| Participant deferral / active EE | $11,413 | $7,182+58.9% | $6,842+66.8% | $5,983+90.8% |
| Admin fee / account holder | $283 | $10,808-97.4% | $9,310-97.0% | $11,248-97.5% |