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 | $169,568 | $217,427-22.0% | $185,837-8.8% | $167,518+1.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.77% | 148.39%-138.6pp | 122.08%-112.3pp | 478.71%-468.9pp |
| Employer contribution / active EE | $5,442 | $5,874-7.4% | $5,168+5.3% | $4,838+12.5% |
| Participant deferral / active EE | $5,914 | $6,357-7.0% | $5,568+6.2% | $6,342-6.7% |
| Admin fee / account holder | $40 | $19,816-99.8% | $16,241-99.8% | $12,312-99.7% |