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 | $44,863 | $209,847-78.6% | $189,520-76.3% | $167,518-73.2% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 13.56% | 748.45%-734.9pp | 555.25%-541.7pp | 478.71%-465.2pp |
| Employer contribution / active EE | $2,403 | $6,913-65.2% | $6,161-61.0% | $4,838-50.3% |
| Participant deferral / active EE | $4,884 | $8,934-45.3% | $8,220-40.6% | $6,342-23.0% |
| Admin fee / account holder | $18 | $14,295-99.9% | $12,046-99.9% | $12,312-99.9% |