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 | $183,247 | $157,304+16.5% | $141,197+29.8% | $152,909+19.8% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 23.36% | 64.34%-41.0pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $17,528 | $5,263+233.1% | $4,736+270.1% | $4,764+267.9% |
| Participant deferral / active EE | $15,954 | $7,111+124.4% | $6,710+137.8% | $5,851+172.7% |
| Admin fee / account holder | $141 | $12,126-98.8% | $10,265-98.6% | $11,601-98.8% |