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 | $197,310 | $148,623+32.8% | $135,974+45.1% | $139,466+41.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.26% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,667 | $5,246-68.2% | $4,859-65.7% | $4,754-64.9% |
| Participant deferral / active EE | $6,044 | $8,103-25.4% | $7,760-22.1% | $6,712-10.0% |
| Admin fee / account holder | $78 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |