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 | $166,708 | $157,296+6.0% | $141,191+18.1% | $152,897+9.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.17% | 64.34%-42.2pp | 71.41%-49.2pp | 345.43%-323.3pp |
| Employer contribution / active EE | $6,175 | $5,262+17.3% | $4,736+30.4% | $4,764+29.6% |
| Participant deferral / active EE | $7,124 | $7,111+0.2% | $6,710+6.2% | $5,851+21.7% |
| Admin fee / account holder | $130 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |