Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $156,105 | $159,934-2.4% | $147,005+6.2% | $145,959+7.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.76% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $18,150 | $5,287+243.3% | $4,934+267.8% | $4,661+289.4% |
| Participant deferral / active EE | $6,545 | $8,427-22.3% | $8,070-18.9% | $6,689-2.1% |
| Admin fee / account holder | $45 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |