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 | $165,733 | $202,342-18.1% | $172,752-4.1% | $152,897+8.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.68% | 1029.83%-1005.1pp | 802.97%-778.3pp | 345.43%-320.8pp |
| Employer contribution / active EE | $7,059 | $5,858+20.5% | $5,144+37.2% | $4,764+48.2% |
| Participant deferral / active EE | $5,943 | $5,948-0.1% | $5,198+14.3% | $5,851+1.6% |
| Admin fee / account holder | $140 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |