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 | $103,363 | $183,539-43.7% | $155,556-33.6% | $145,897-29.2% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.2pp | 80.3%+9.2pp |
| Annual return | 13.42% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $6,764 | $5,315+27.3% | $4,675+44.7% | $4,663+45.1% |
| Participant deferral / active EE | $4,556 | $6,467-29.6% | $5,631-19.1% | $6,689-31.9% |
| Admin fee / account holder | $165 | $19,275-99.1% | $15,885-99.0% | $13,390-98.8% |