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 | $224,590 | $166,131+35.2% | $164,975+36.1% | $145,877+54.0% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 18.40% | 100.37%-82.0pp | 70.12%-51.7pp | 551.28%-532.9pp |
| Employer contribution / active EE | $1,908 | $5,276-63.8% | $4,343-56.1% | $4,663-59.1% |
| Participant deferral / active EE | $3,426 | $6,962-50.8% | $6,033-43.2% | $6,691-48.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |