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 | $167,070 | $184,000-9.2% | $162,185+3.0% | $152,909+9.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.10% | 150.80%-130.7pp | 115.61%-95.5pp | 345.46%-325.4pp |
| Employer contribution / active EE | $3,084 | $6,370-51.6% | $5,613-45.1% | $4,764-35.3% |
| Participant deferral / active EE | $11,442 | $8,033+42.4% | $7,297+56.8% | $5,851+95.5% |
| Admin fee / account holder | $11 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |