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 | $100,259 | $175,231-42.8% | $149,696-33.0% | $139,466-28.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.12% | 166.77%-147.7pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $1,464 | $5,478-73.3% | $4,821-69.6% | $4,754-69.2% |
| Participant deferral / active EE | $4,449 | $6,521-31.8% | $5,682-21.7% | $6,712-33.7% |
| Admin fee / account holder | $72 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |