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 | $147,062 | $198,457-25.9% | $170,435-13.7% | $147,586-0.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.05% | 257.30%-235.3pp | 205.94%-183.9pp | 578.59%-556.5pp |
| Employer contribution / active EE | $3,020 | $6,183-51.2% | $5,432-44.4% | $4,876-38.1% |
| Participant deferral / active EE | $3,054 | $5,629-45.8% | $4,939-38.2% | $5,439-43.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |