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 | $94,317 | $165,381-43.0% | $149,730-37.0% | $158,966-40.7% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 25.34% | 348.29%-323.0pp | 276.70%-251.4pp | 302.95%-277.6pp |
| Employer contribution / active EE | $3,083 | $5,104-39.6% | $4,645-33.6% | $4,762-35.3% |
| Participant deferral / active EE | $10,109 | $7,182+40.8% | $6,843+47.7% | $5,983+69.0% |
| Admin fee / account holder | $193 | $10,809-98.2% | $9,310-97.9% | $11,250-98.3% |