Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,901 | $197,603-73.7% | $177,827-70.8% | $158,950-67.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 51.84% | 58.76%-6.9pp | 48.32%+3.5pp | 302.91%-251.1pp |
| Employer contribution / active EE | $10,789 | $6,698+61.1% | $5,918+82.3% | $4,762+126.6% |
| Participant deferral / active EE | $10,823 | $8,404+28.8% | $7,713+40.3% | $5,983+80.9% |
| Admin fee / account holder | $74 | $15,402-99.5% | $12,429-99.4% | $11,248-99.3% |