Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $78,566 | $154,754-49.2% | $124,206-36.7% | $138,895-43.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.6%+10.4pp | 79.9%+0.1pp |
| Annual return | 21.30% | 709.28%-688.0pp | 515.27%-494.0pp | 145.39%-124.1pp |
| Employer contribution / active EE | $5,243 | $4,446+17.9% | $3,540+48.1% | $4,194+25.0% |
| Participant deferral / active EE | $6,671 | $4,621+44.4% | $3,968+68.1% | $6,396+4.3% |
| Admin fee / account holder | $125 | $6,690-98.1% | $5,929-97.9% | $12,562-99.0% |