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 | $135,311 | $132,634+2.0% | $115,768+16.9% | $137,256-1.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.93% | 160.70%-142.8pp | 100.46%-82.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,505 | $3,360+4.3% | $2,940+19.2% | $4,156-15.7% |
| Participant deferral / active EE | $7,010 | $5,619+24.8% | $4,917+42.6% | $6,407+9.4% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |