Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,806 | $176,077-69.4% | $159,455-66.3% | $167,518-67.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 21.39% | 331.83%-310.4pp | 263.63%-242.2pp | 478.71%-457.3pp |
| Employer contribution / active EE | $20,276 | $5,298+282.7% | $4,830+319.8% | $4,838+319.1% |
| Participant deferral / active EE | $8,336 | $7,751+7.5% | $7,353+13.4% | $6,342+31.4% |
| Admin fee / account holder | $156 | $12,556-98.8% | $10,800-98.6% | $12,312-98.7% |