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 | $166,228 | $185,856-10.6% | $170,028-2.2% | $139,456+19.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 51.18% | 60.52%-9.3pp | 53.39%-2.2pp | 373.45%-322.3pp |
| Employer contribution / active EE | $5,114 | $7,593-32.7% | $6,788-24.7% | $4,753+7.6% |
| Participant deferral / active EE | $16,614 | $11,623+42.9% | $10,409+59.6% | $6,711+147.5% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |