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 | $179,936 | $183,539-2.0% | $155,556+15.7% | $145,897+23.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.97% | 61.31%-47.3pp | 64.84%-50.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,690 | $5,315-30.6% | $4,675-21.1% | $4,663-20.9% |
| Participant deferral / active EE | $5,579 | $6,467-13.7% | $5,631-0.9% | $6,689-16.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |