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 | $193,374 | $181,062+6.8% | $158,223+22.2% | $155,188+24.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.72% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,332 | $4,565-48.9% | $4,109-43.3% | $4,248-45.1% |
| Participant deferral / active EE | $14,231 | $6,134+132.0% | $5,467+160.3% | $6,531+117.9% |
| Admin fee / account holder | $44 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |