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 | $118,212 | $198,457-40.4% | $170,435-30.6% | $147,586-19.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.85% | 257.30%-239.5pp | 205.94%-188.1pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,342 | $6,183-62.1% | $5,432-56.9% | $4,876-52.0% |
| Participant deferral / active EE | $4,197 | $5,629-25.5% | $4,939-15.0% | $5,439-22.8% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |