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 | $83,422 | $180,459-53.8% | $154,108-45.9% | $135,380-38.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 7.27% | 888.21%-880.9pp | 735.21%-727.9pp | 519.81%-512.5pp |
| Employer contribution / active EE | $1,306 | $6,035-78.4% | $5,298-75.4% | $4,779-72.7% |
| Participant deferral / active EE | $4,700 | $5,806-19.1% | $5,081-7.5% | $5,609-16.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |