Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,713 | $165,399-78.4% | $149,745-76.2% | $158,982-77.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 44.93% | 348.34%-303.4pp | 276.72%-231.8pp | 302.99%-258.1pp |
| Employer contribution / active EE | $3,164 | $5,105-38.0% | $4,646-31.9% | $4,763-33.6% |
| Participant deferral / active EE | $11,625 | $7,183+61.8% | $6,843+69.9% | $5,983+94.3% |
| Admin fee / account holder | $96 | $10,811-99.1% | $9,312-99.0% | $11,252-99.1% |