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 | $73,186 | $48,364+51.3% | $71,796+1.9% | $62,881+16.4% |
| Participation rate | 88.5% | 60.6%+27.8pp | 69.1%+19.3pp | 69.3%+19.2pp |
| Annual return | 5.62% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,470 | $1,042+329.0% | $1,924+132.3% | $2,281+96.0% |
| Participant deferral / active EE | $4,681 | $2,091+123.8% | $2,794+67.5% | $3,203+46.1% |
| Admin fee / account holder | $9 | $3,771-99.8% | $4,815-99.8% | $4,296-99.8% |