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 | $191,998 | $178,174+7.8% | $156,181+22.9% | $137,256+39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.62% | 84.19%-65.6pp | 64.87%-46.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $24,950 | $4,972+401.8% | $4,294+481.1% | $4,156+500.3% |
| Participant deferral / active EE | $23,444 | $6,888+240.4% | $6,132+282.3% | $6,407+265.9% |
| Admin fee / account holder | $84 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |