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 | $80,434 | $175,231-54.1% | $149,696-46.3% | $139,466-42.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.58% | 166.77%-148.2pp | 134.46%-115.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,488 | $5,478-72.8% | $4,821-69.1% | $4,754-68.7% |
| Participant deferral / active EE | $8,516 | $6,521+30.6% | $5,682+49.9% | $6,712+26.9% |
| Admin fee / account holder | $146 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |