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 | $64,104 | $198,457-67.7% | $170,435-62.4% | $147,586-56.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.59% | 257.30%-238.7pp | 205.94%-187.3pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,855 | $6,183-70.0% | $5,432-65.9% | $4,876-62.0% |
| Participant deferral / active EE | $4,663 | $5,629-17.2% | $4,939-5.6% | $5,439-14.3% |
| Admin fee / account holder | $104 | $16,852-99.4% | $13,881-99.3% | $10,886-99.0% |