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 | $79,216 | $157,296-49.6% | $141,191-43.9% | $152,897-48.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.61% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $5,092 | $5,262-3.2% | $4,736+7.5% | $4,764+6.9% |
| Participant deferral / active EE | $12,118 | $7,111+70.4% | $6,710+80.6% | $5,851+107.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |