Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $142,071 | $160,070-11.2% | $147,117-3.4% | $145,897-2.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.68% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $6,998 | $5,285+32.4% | $4,932+41.9% | $4,663+50.1% |
| Participant deferral / active EE | $9,242 | $8,419+9.8% | $8,065+14.6% | $6,689+38.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |