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 | $100,049 | $165,399-39.5% | $149,745-33.2% | $158,982-37.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.01% | 348.34%-329.3pp | 276.72%-257.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $7,451 | $5,105+46.0% | $4,646+60.4% | $4,763+56.4% |
| Participant deferral / active EE | $6,529 | $7,183-9.1% | $6,843-4.6% | $5,983+9.1% |
| Admin fee / account holder | $79 | $10,811-99.3% | $9,312-99.1% | $11,252-99.3% |