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 | $146,529 | $217,427-32.6% | $185,837-21.2% | $167,518-12.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.02% | 148.39%-128.4pp | 122.08%-102.1pp | 478.71%-458.7pp |
| Employer contribution / active EE | $7,398 | $5,874+25.9% | $5,168+43.1% | $4,838+52.9% |
| Participant deferral / active EE | $6,938 | $6,357+9.1% | $5,568+24.6% | $6,342+9.4% |
| Admin fee / account holder | $171 | $19,816-99.1% | $16,241-98.9% | $12,312-98.6% |