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 | $130,194 | $165,399-21.3% | $149,745-13.1% | $158,982-18.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.32% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.7pp |
| Employer contribution / active EE | $2,273 | $5,105-55.5% | $4,646-51.1% | $4,763-52.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $109 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |