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 | $171,007 | $202,342-15.5% | $172,752-1.0% | $152,897+11.8% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 19.38% | 1029.83%-1010.4pp | 802.97%-783.6pp | 345.43%-326.0pp |
| Employer contribution / active EE | $1,733 | $5,858-70.4% | $5,144-66.3% | $4,764-63.6% |
| Participant deferral / active EE | $6,177 | $5,948+3.8% | $5,198+18.8% | $5,851+5.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |