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 | $100,868 | $185,905-45.7% | $170,057-40.7% | $139,487-27.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 23.75% | 60.56%-36.8pp | 53.42%-29.7pp | 373.84%-350.1pp |
| Employer contribution / active EE | $3,977 | $7,597-47.6% | $6,790-41.4% | $4,755-16.4% |
| Participant deferral / active EE | $12,969 | $11,627+11.5% | $10,411+24.6% | $6,713+93.2% |
| Admin fee / account holder | $20 | $15,397-99.9% | $12,826-99.8% | $11,407-99.8% |