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 | $153,805 | $157,304-2.2% | $141,197+8.9% | $152,909+0.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.41% | 64.34%-46.9pp | 71.41%-54.0pp | 345.46%-328.1pp |
| Employer contribution / active EE | $3,487 | $5,263-33.7% | $4,736-26.4% | $4,764-26.8% |
| Participant deferral / active EE | $9,230 | $7,111+29.8% | $6,710+37.6% | $5,851+57.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |