Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $152,354 | $148,558+2.6% | $135,925+12.1% | $139,427+9.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.75% | 79.22%-55.5pp | 68.25%-44.5pp | 373.27%-349.5pp |
| Employer contribution / active EE | $4,058 | $5,244-22.6% | $4,857-16.5% | $4,752-14.6% |
| Participant deferral / active EE | $9,480 | $8,101+17.0% | $7,759+22.2% | $6,711+41.3% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |