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 | $211,224-21.4% | $178,505-7.0% | $145,897+13.8% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 45.38% | 30.28%+15.1pp | 27.16%+18.2pp | 552.29%-506.9pp |
| Employer contribution / active EE | $2,169 | $4,577-52.6% | $3,955-45.2% | $4,663-53.5% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |