Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $205,576 | $183,592+12.0% | $155,574+32.1% | $145,877+40.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.30% | 61.37%-43.1pp | 64.87%-46.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $2,757 | $5,317-48.2% | $4,676-41.0% | $4,663-40.9% |
| Participant deferral / active EE | $7,028 | $6,466+8.7% | $5,629+24.8% | $6,691+5.0% |
| Admin fee / account holder | $13 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |