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 | $188,797 | $109,872+71.8% | $98,483+91.7% | $167,536+12.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 25.50% | 1959.31%-1933.8pp | 1494.38%-1468.9pp | 478.82%-453.3pp |
| Employer contribution / active EE | $1,981 | $3,225-38.6% | $2,961-33.1% | $4,839-59.1% |
| Participant deferral / active EE | $5,756 | $4,673+23.2% | $4,276+34.6% | $6,342-9.2% |
| Admin fee / account holder | $41 | $6,757-99.4% | $5,953-99.3% | $12,315-99.7% |