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 | $125,891 | $202,342-37.8% | $172,752-27.1% | $152,897-17.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 21.94% | 1029.83%-1007.9pp | 802.97%-781.0pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,421 | $5,858-58.7% | $5,144-52.9% | $4,764-49.2% |
| Participant deferral / active EE | $5,684 | $5,948-4.4% | $5,198+9.4% | $5,851-2.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |