Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $158,104 | $165,399-4.4% | $149,745+5.6% | $158,982-0.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.17% | 348.34%-334.2pp | 276.72%-262.5pp | 302.99%-288.8pp |
| Employer contribution / active EE | $1,695 | $5,105-66.8% | $4,646-63.5% | $4,763-64.4% |
| Participant deferral / active EE | $10,708 | $7,183+49.1% | $6,843+56.5% | $5,983+79.0% |
| Admin fee / account holder | $54 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |