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 | $133,565 | $198,457-32.7% | $170,435-21.6% | $147,586-9.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.07% | 257.30%-232.2pp | 205.94%-180.9pp | 578.59%-553.5pp |
| Employer contribution / active EE | $2,107 | $6,183-65.9% | $5,432-61.2% | $4,876-56.8% |
| Participant deferral / active EE | $5,599 | $5,629-0.5% | $4,939+13.3% | $5,439+2.9% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |