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 | $80,743 | $53,128+52.0% | $86,582-6.7% | $70,126+15.1% |
| Participation rate | 96.6% | 65.3%+31.2pp | 73.5%+23.0pp | 69.5%+27.0pp |
| Annual return | 18.37% | 27.66%-9.3pp | 965.08%-946.7pp | 73.15%-54.8pp |
| Employer contribution / active EE | $4,788 | $2,068+131.5% | $2,839+68.6% | $2,343+104.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $297 | $3,584-91.7% | $4,904-93.9% | $4,645-93.6% |