Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $101,237 | $289,211-65.0% | $260,467-61.1% | $198,609-49.0% |
| Participation rate | 88.9% | 83.1%+5.8pp | 80.5%+8.4pp | 82.4%+6.5pp |
| Annual return | 25.85% | 112.90%-87.0pp | 100.60%-74.8pp | 202.70%-176.8pp |
| Employer contribution / active EE | $13,768 | $4,663+195.3% | $4,239+224.8% | $5,055+172.4% |
| Participant deferral / active EE | $18,210 | $6,812+167.3% | $6,319+188.2% | $6,977+161.0% |
| Admin fee / account holder | $67 | $16,236-99.6% | $15,461-99.6% | $19,030-99.6% |