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 | $169,075 | $166,268+1.7% | $165,100+2.4% | $145,897+15.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.48% | 100.52%-79.0pp | 70.21%-48.7pp | 552.29%-530.8pp |
| Employer contribution / active EE | $10,836 | $5,284+105.1% | $4,348+149.2% | $4,663+132.4% |
| Participant deferral / active EE | $16,248 | $6,964+133.3% | $6,035+169.2% | $6,689+142.9% |
| Admin fee / account holder | $65 | $16,659-99.6% | $12,696-99.5% | $13,390-99.5% |