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 | $82,207 | $160,040-48.6% | $147,096-44.1% | $145,877-43.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 19.65% | 98.49%-78.8pp | 419.75%-400.1pp | 551.28%-531.6pp |
| Employer contribution / active EE | $4,427 | $5,289-16.3% | $4,936-10.3% | $4,663-5.1% |
| Participant deferral / active EE | $12,052 | $8,429+43.0% | $8,071+49.3% | $6,691+80.1% |
| Admin fee / account holder | $205 | $15,050-98.6% | $13,005-98.4% | $13,402-98.5% |