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 | $82,655 | $165,381-50.0% | $149,730-44.8% | $158,966-48.0% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 22.26% | 348.29%-326.0pp | 276.70%-254.4pp | 302.95%-280.7pp |
| Employer contribution / active EE | $2,469 | $5,104-51.6% | $4,645-46.9% | $4,762-48.2% |
| Participant deferral / active EE | $4,751 | $7,182-33.8% | $6,843-30.6% | $5,983-20.6% |
| Admin fee / account holder | $219 | $10,809-98.0% | $9,310-97.7% | $11,250-98.1% |