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 | $167,952 | $197,637-15.0% | $177,848-5.6% | $158,982+5.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 13.53% | 58.77%-45.2pp | 48.33%-34.8pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,471 | $6,698-78.0% | $5,919-75.1% | $4,763-69.1% |
| Participant deferral / active EE | $4,625 | $8,405-45.0% | $7,714-40.0% | $5,983-22.7% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |