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 | $156,197 | $175,231-10.9% | $149,696+4.3% | $139,466+12.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.55% | 166.77%-148.2pp | 134.46%-115.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,122 | $5,478-79.5% | $4,821-76.7% | $4,754-76.4% |
| Participant deferral / active EE | $16,000 | $6,521+145.3% | $5,682+181.6% | $6,712+138.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |