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 | $149,100 | $114,119+30.7% | $107,187+39.1% | $138,895+7.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.79% | 273.21%-255.4pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $3,737 | $4,059-7.9% | $3,782-1.2% | $4,194-10.9% |
| Participant deferral / active EE | $10,069 | $5,538+81.8% | $5,096+97.6% | $6,396+57.4% |
| Admin fee / account holder | $23 | $10,024-99.8% | $9,162-99.7% | $12,562-99.8% |