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 | $191,874 | $160,028+19.9% | $147,080+30.5% | $145,884+31.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.04% | 98.60%-86.6pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,862 | $5,286-64.8% | $4,933-62.3% | $4,662-60.1% |
| Participant deferral / active EE | $14,864 | $8,422+76.5% | $8,066+84.3% | $6,690+122.2% |
| Admin fee / account holder | $299 | $15,030-98.0% | $12,989-97.7% | $13,392-97.8% |