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 | $110,753 | $100,203+10.5% | $85,240+29.9% | $145,897-24.1% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 17.14% | 84.28%-67.1pp | 66.75%-49.6pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,630 | $3,242-18.9% | $2,735-3.9% | $4,663-43.6% |
| Participant deferral / active EE | $9,209 | $5,299+73.8% | $4,527+103.4% | $6,689+37.7% |
| Admin fee / account holder | $194 | $7,265-97.3% | $6,165-96.8% | $13,390-98.5% |