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 | $204,116 | $183,516+11.2% | $155,534+31.2% | $145,884+39.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.97% | 61.43%-40.5pp | 64.92%-43.9pp | 551.85%-530.9pp |
| Employer contribution / active EE | $2,001 | $5,315-62.3% | $4,675-57.2% | $4,662-57.1% |
| Participant deferral / active EE | $9,569 | $6,467+48.0% | $5,630+70.0% | $6,690+43.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |