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 | $145,307 | $198,457-26.8% | $170,435-14.7% | $147,586-1.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.19% | 257.30%-238.1pp | 205.94%-186.7pp | 578.59%-559.4pp |
| Employer contribution / active EE | $3,366 | $6,183-45.6% | $5,432-38.0% | $4,876-31.0% |
| Participant deferral / active EE | $4,470 | $5,629-20.6% | $4,939-9.5% | $5,439-17.8% |
| Admin fee / account holder | $191 | $16,852-98.9% | $13,881-98.6% | $10,886-98.2% |