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 | $166,069 | $178,174-6.8% | $156,181+6.3% | $137,256+21.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.01% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,767 | $4,972-24.2% | $4,294-12.3% | $4,156-9.4% |
| Participant deferral / active EE | $9,378 | $6,888+36.2% | $6,132+52.9% | $6,407+46.4% |
| Admin fee / account holder | $149 | $17,404-99.1% | $14,586-99.0% | $12,270-98.8% |