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 | $198,142 | $114,119+73.6% | $107,187+84.9% | $138,895+42.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 20.18% | 273.21%-253.0pp | 204.55%-184.4pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,687 | $4,059-33.8% | $3,782-28.9% | $4,194-35.9% |
| Participant deferral / active EE | $8,009 | $5,538+44.6% | $5,096+57.2% | $6,396+25.2% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |