Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $77,521 | $166,268-53.4% | $165,100-53.0% | $145,897-46.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.25% | 100.52%-91.3pp | 70.21%-61.0pp | 552.29%-543.0pp |
| Employer contribution / active EE | $5,291 | $5,284+0.1% | $4,348+21.7% | $4,663+13.5% |
| Participant deferral / active EE | $2,461 | $6,964-64.7% | $6,035-59.2% | $6,689-63.2% |
| Admin fee / account holder | $281 | $16,659-98.3% | $12,696-97.8% | $13,390-97.9% |