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 | $97,350 | $144,130-32.5% | $117,860-17.4% | $147,585-34.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 79.7%+5.0pp | 82.8%+1.8pp |
| Annual return | 16.07% | 531.20%-515.1pp | 335.10%-319.0pp | 578.58%-562.5pp |
| Employer contribution / active EE | $10,307 | $4,897+110.5% | $3,786+172.2% | $4,876+111.4% |
| Participant deferral / active EE | $5,361 | $5,316+0.8% | $4,482+19.6% | $5,439-1.4% |
| Admin fee / account holder | $55 | $10,887-99.5% | $8,021-99.3% | $10,886-99.5% |