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 | $171,836 | $152,592+12.6% | $125,180+37.3% | $152,885+12.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 27.08% | 54.84%-27.8pp | 43.79%-16.7pp | 345.39%-318.3pp |
| Employer contribution / active EE | $7,513 | $4,947+51.9% | $3,866+94.4% | $4,763+57.7% |
| Participant deferral / active EE | $4,784 | $5,868-18.5% | $4,937-3.1% | $5,851-18.2% |
| Admin fee / account holder | $20 | $13,435-99.9% | $9,703-99.8% | $11,598-99.8% |