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 | $151,770 | $198,457-23.5% | $170,435-11.0% | $147,586+2.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.70% | 257.30%-239.6pp | 205.94%-188.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $9,963 | $6,183+61.1% | $5,432+83.4% | $4,876+104.3% |
| Participant deferral / active EE | $3,619 | $5,629-35.7% | $4,939-26.7% | $5,439-33.5% |
| Admin fee / account holder | $266 | $16,852-98.4% | $13,881-98.1% | $10,886-97.6% |