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 | $221,105 | $166,131+33.1% | $164,975+34.0% | $145,877+51.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 10.94% | 100.37%-89.4pp | 70.12%-59.2pp | 551.28%-540.3pp |
| Employer contribution / active EE | $3,263 | $5,276-38.1% | $4,343-24.9% | $4,663-30.0% |
| Participant deferral / active EE | $6,864 | $6,962-1.4% | $6,033+13.8% | $6,691+2.6% |
| Admin fee / account holder | $216 | $16,648-98.7% | $12,688-98.3% | $13,402-98.4% |