Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,660 | $175,231-63.1% | $149,696-56.8% | $139,466-53.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 30.12% | 166.77%-136.6pp | 134.46%-104.3pp | 373.66%-343.5pp |
| Employer contribution / active EE | $2,731 | $5,478-50.1% | $4,821-43.3% | $4,754-42.6% |
| Participant deferral / active EE | $6,154 | $6,521-5.6% | $5,682+8.3% | $6,712-8.3% |
| Admin fee / account holder | $149 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |