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 | $173,981 | $176,402-1.4% | $134,162+29.7% | $158,982+9.4% |
| Participation rate | 95.2% | 78.7%+16.5pp | 72.2%+23.1pp | 82.0%+13.3pp |
| Annual return | 16.06% | 63.66%-47.6pp | 36.35%-20.3pp | 302.99%-286.9pp |
| Employer contribution / active EE | $4,938 | $5,042-2.1% | $3,705+33.3% | $4,763+3.7% |
| Participant deferral / active EE | $10,399 | $4,093+154.1% | $3,500+197.1% | $5,983+73.8% |
| Admin fee / account holder | $184 | $8,719-97.9% | $6,685-97.3% | $11,252-98.4% |