Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $174,859 | $154,209+13.4% | $130,062+34.4% | $139,487+25.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 22.91% | 32.52%-9.6pp | -137.37%+160.3pp | 373.84%-350.9pp |
| Employer contribution / active EE | $2,941 | $5,292-44.4% | $4,322-32.0% | $4,755-38.1% |
| Participant deferral / active EE | $9,046 | $6,709+34.8% | $5,821+55.4% | $6,713+34.8% |
| Admin fee / account holder | $207 | $13,988-98.5% | $10,601-98.0% | $11,407-98.2% |