Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $166,030 | $210,698-21.2% | $178,014-6.7% | $145,959+13.8% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 45.38% | 386.27%-340.9pp | 294.80%-249.4pp | 561.95%-516.6pp |
| Employer contribution / active EE | $2,169 | $4,567-52.5% | $3,950-45.1% | $4,661-53.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |