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 | $145,895 | $115,814+26.0% | $101,275+44.1% | $158,982-8.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.63% | 56.16%-41.5pp | 46.48%-31.9pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,394 | $4,176-42.7% | $3,660-34.6% | $4,763-49.7% |
| Participant deferral / active EE | $8,921 | $4,958+79.9% | $4,371+104.1% | $5,983+49.1% |
| Admin fee / account holder | $70 | $7,249-99.0% | $5,948-98.8% | $11,252-99.4% |