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 | $40,390 | $168,635-76.0% | $147,617-72.6% | $125,389-67.8% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -0.88% | 77.65%-78.5pp | 61.98%-62.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $7,894 | $6,252+26.3% | $5,564+41.9% | $4,866+62.2% |
| Participant deferral / active EE | $6,217 | $5,507+12.9% | $4,895+27.0% | $5,352+16.2% |
| Admin fee / account holder | $79 | $13,580-99.4% | $11,612-99.3% | $9,541-99.2% |