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 | $183,248 | $185,312-1.1% | $161,489+13.5% | $154,746+18.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.31% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $10,372 | $4,769+117.5% | $4,268+143.0% | $4,379+136.9% |
| Participant deferral / active EE | $6,337 | $6,350-0.2% | $5,630+12.6% | $6,730-5.8% |
| Admin fee / account holder | $13 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |