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 | $158,875 | $160,040-0.7% | $147,096+8.0% | $145,877+8.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 19.50% | 98.49%-79.0pp | 419.75%-400.3pp | 551.28%-531.8pp |
| Employer contribution / active EE | $2,733 | $5,289-48.3% | $4,936-44.6% | $4,663-41.4% |
| Participant deferral / active EE | $10,686 | $8,429+26.8% | $8,071+32.4% | $6,691+59.7% |
| Admin fee / account holder | $98 | $15,050-99.3% | $13,005-99.2% | $13,402-99.3% |