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 | $182,388 | $166,089+9.8% | $164,928+10.6% | $145,978+24.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 8.78% | 100.26%-91.5pp | 70.08%-61.3pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,435 | $5,276-72.8% | $4,343-67.0% | $4,662-69.2% |
| Participant deferral / active EE | $5,146 | $6,961-26.1% | $6,034-14.7% | $6,690-23.1% |
| Admin fee / account holder | $21 | $16,641-99.9% | $12,684-99.8% | $13,400-99.8% |