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 | $215,887 | $209,874+2.9% | $189,537+13.9% | $167,536+28.9% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 16.49% | 748.61%-732.1pp | 555.34%-538.8pp | 478.82%-462.3pp |
| Employer contribution / active EE | $5,791 | $6,913-16.2% | $6,161-6.0% | $4,839+19.7% |
| Participant deferral / active EE | $12,604 | $8,934+41.1% | $8,220+53.3% | $6,342+98.7% |
| Admin fee / account holder | $80 | $14,299-99.4% | $12,048-99.3% | $12,315-99.4% |