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 | $156,441 | $144,130+8.5% | $117,861+32.7% | $147,586+6.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 12.01% | 531.20%-519.2pp | 335.11%-323.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $2,993 | $4,897-38.9% | $3,786-20.9% | $4,876-38.6% |
| Participant deferral / active EE | $13,366 | $5,316+151.4% | $4,482+198.2% | $5,439+145.7% |
| Admin fee / account holder | $52 | $10,887-99.5% | $8,021-99.4% | $10,886-99.5% |