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 | $185,425 | $198,462-6.6% | $170,439+8.8% | $147,585+25.6% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 12.89% | 257.30%-244.4pp | 205.94%-193.0pp | 578.58%-565.7pp |
| Employer contribution / active EE | $1,837 | $6,184-70.3% | $5,433-66.2% | $4,876-62.3% |
| Participant deferral / active EE | $3,231 | $5,629-42.6% | $4,939-34.6% | $5,439-40.6% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |